SEC 13F Intelligence

Managers / Q3 2020 · view latest →

Azimuth Capital Management LLC

CIK 0001352512 · 200 EAST LONG LAKE ROAD, SUITE 160, BLOOMFIELD HILLS, MI, 48304 · 248-433-4000

Reported Value
$1.7B
Q3 2020
Positions
270
Filings on Record
14
2019–present window
Filed
Nov 13, 2020
original filing

Summary

Azimuth Capital Management Llc reported $1.7B in U.S.-listed holdings across 270 positions for Q3 2020.

Its largest position, AAPL, represents 3.2% of the portfolio.

Compared with Q2 2020, the fund opened 11 new positions and exited 10.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.3BQ4 ’18Q1 ’19: $1.5BQ2 ’19: $1.5BQ2 ’19Q3 ’19: $1.5BQ4 ’19: $1.6BQ4 ’19Q1 ’20: $1.3BQ2 ’20: $1.6BQ2 ’20Q3 ’20: $1.7BQ4 ’20: $2.0BQ4 ’20Q1 ’21: $2.1BQ2 ’21: $2.3BQ2 ’21Q3 ’21: $2.3BQ4 ’21: $2.5BQ4 ’21Q1 ’22: $2.3Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 55.0%Other: 37.5%ADR: 3.4%ETP: 3.2%REIT: 0.7%Other: 0.2%
  • Common Stock · 55.0% · $935M
  • Other · 37.5% · $638M
  • ADR · 3.4% · $57M
  • ETP · 3.2% · $55M
  • REIT · 0.7% · $12M
  • Other · 0.2% · $3M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2022$2.3B319May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.5B321Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.3B323Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$2.3B324Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$2.1B313May 13, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.0B301Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.7B270Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.6B269Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.3B257May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.6B274Feb 12, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.5B274Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.5B275Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.5B279May 10, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.3B275Feb 11, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.