Number of Shares
23,527.00
Current Holdings Value*
$2.04 Mil
% of Portfolio
1.09%
Total Estimate Gain
$421,721.47
% of Total Estimate Gain
20.39%

TAX MANAGED SMALL CAP PORTFOLIO's AZZ Inc Holding Summary

As of 2025-04-30, TAX MANAGED SMALL CAP PORTFOLIO held 23,527.00 shares of AZZ Inc(AZZ), totaling $2.04 Mil. This investment constitutes 1.09% of their stock portfolio, and TAX MANAGED SMALL CAP PORTFOLIO now holds 0.08% of the outstanding AZZ Inc(AZZ) stock.

The initial trade took place in 2025Q2. And since then TAX MANAGED SMALL CAP PORTFOLIO has made 1 purchases of AZZ, at an average price of $87.92, for a total of 23,527.00 shares. Based on historical transaction data and AZZ's current price of $105.85, TAX MANAGED SMALL CAP PORTFOLIO's estimated gain on his AZZ holdings is $421,721.47, reflecting a 20.39% gain to date.

TAX MANAGED SMALL CAP PORTFOLIO AZZ ($105.85) Holding Chart

TAX MANAGED SMALL CAP PORTFOLIO AZZ ($105.85) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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