Tortoise Investment Management, LLC NAZ NUVEEN ARIZONA QLTY MUN INC

Ownership history in Tortoise Investment Management, LLC  ·  20 quarters on record

AI Ownership Summary

Tortoise Investment Management, LLC reported NUVEEN ARIZONA QLTY MUN INC (NAZ) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows NAZ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NAZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tortoise Investment Management, LLC's position in NUVEEN ARIZONA QLTY MUN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NAZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Tortoise Investment Management, LLC held NAZ — position size vs. price
% of Fund (quarterly)    NAZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 230 +4 +1.8% 0.00% $3K 2025-11-13 $11.44
2025 Q2 ADDED 226 +4 +1.8% 0.00% $3K 2025-08-08 $11.11
2025 Q1 ADDED 222 +3 +1.4% 0.00% $3K 2025-05-14 $11.22
2024 Q4 ADDED 219 +5 +2.3% 0.00% $2K 2025-02-07 $11.35
2024 Q3 ADDED 214 +4 +1.9% 0.00% $3K 2024-11-13 $10.94
2024 Q2 REDUCED 74.0% +8.0% 210 -598 -74.0% 0.00% $2K 2024-08-01 $10.34
2024 Q1 ADDED 808 +1 +0.1% 0.00% $9K 2024-05-09 $9.36
2023 Q4 ADDED 807 +3 +0.4% 0.00% $9K 2024-02-08 $9.29
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Tortoise Investment Management, LLC and NAZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Tortoise Investment Management, LLC reported owning NAZ?

Tortoise Investment Management, LLC reported NAZ across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported NAZ position in Tortoise Investment Management, LLC's portfolio?

The largest reported portfolio weight for NAZ was 0.00% in 2023 Q4.

What is the latest reported NAZ position on this page?

The most recent filing on this page is 2025 Q3, when Tortoise Investment Management, LLC reported 230 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this NAZ ownership page compare?

The chart compares Tortoise Investment Management, LLC's quarterly NAZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Tortoise Investment Management, LLC time their NAZ position?

Based on 13F filing dates vs. subsequent NAZ price moves, Tortoise Investment Management, LLC correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on NAZ relative to SPY over the holding period was -12.5%.

← Back to Tortoise Investment Management, LLC Holdings