Home > Historical Performance > Historical Transaction Report

Transaction Details

Company: Azul S.A.
Ticker:AZUL
Yahoo Beta:1.11
Industry:Airline

Company Description:  Azul is a Brazilian airline. The company provided point-to-point commercial airline services within Brazil along with several international flights.

Purchase Date:19 Oct 2017 Sale Date:31 Aug 2020
Purchase Price:$26.66 Sale Price:$12.33
  --Split Adjusted:$26.66  --Split Adjusted:$12.33
Shares Purchased:75 Shares Sold:75
  --Split Adjusted:75  --Split Adjusted:75
Transaction Fee:$81.85 Transaction Fee:$81.86
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$28.89 High$0.00
Date21 Sep 2017 Date01 Jan 1996
Low$20.30 Low$0.00
Date23 May 2017 Date01 Jan 1996
S&P (Purchase Date):$2,562.10 S&P (Sale Date):$3,502.30

Purchase
Timing:  We bought a bit above the midpoint of the six month range.
Reason:  Azul has a strong and experienced management team led by David Neeleman, who has extensive industry experience. Our analyst believes Azul is well-positioned for growth in an emerging market. In addition, management has given positive forward guidance following the company's recent IPO.

Sale
Timing:  x
Reason:  Azul has been severely affected by the COVID-19 pandemic. Brazil is second in the world behind the US in the number of documented cases and in the number of deaths. We anticipate air travel in Brazil will remain low for an extended period.

S&P Gain: 36.7 % Annualized Gain: 11.9%
Stock Gain: -53.75 % Annualized Gain: -24.22%

Dividends:$0.00
Net Holding Return ($): $-1,238.39
Net Holding Return (%): -59.5 %