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Donald G. Smith

Donald Smith & Co.

Donald Smith & Co. AZURE POWER GLOBAL LTD stake

total: 237

Donald Smith & Co. AZREF trades

Total transactions:
8
New positions:
1
Added:
1
Reduced:
6
Held since:
2022 Q4
Held for:
15 quarters
Latest activity:
2026 Q1
According to 2026 Q2 report, Donald Smith & Co. holds 270,226 AZURE POWER GLOBAL LTD (AZREF) shares with a market value of roughly $270.23K accounting for 0.00% of the overall portfolio. To date, the estimated cost basis is nearly $3.9 for "buy" trades and estimated average "sell" price is $0.67. Donald Smith & Co. first purchased AZREF in 2022 Q4, initially acquiring 339,619 shares. Since the initial investment in AZURE POWER GLOBAL LTD (AZREF), Donald Smith & Co. has made 7 more transactions.

How many AZREF shares does Donald Smith & Co. currently hold?

According to 2026 Q2 report, Donald Smith & Co. holds 270,226 shares of AZURE POWER GLOBAL LTD (AZREF), valued at around $270.23K.

When did Donald Smith & Co. buy AZURE POWER GLOBAL LTD (AZREF)?

Donald Smith & Co. first invested in AZURE POWER GLOBAL LTD (AZREF) in 2022 Q4 at the reported quarter-end price of $4.31 per share.

What's the cost basis of Donald Smith & Co.'s AZREF stake?

The estimated cost basis for AZURE POWER GLOBAL LTD (AZREF) stake is around $3.90 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$3.90
Weighted AVG sell price:
$0.66

Donald Smith & Co.'s historical trades in AZURE POWER GLOBAL LTD

8 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
0.00%
270,226
$1.00
$270,226
-9.66% (-28,900)
-0%
2025 Q3
0.01%
299,126
$1.00
$299,126
-0.01% (-41)
0%
2024 Q4
0.00%
299,167
$0.20
$59,833
-1.74% (-5,300)
-0%
2024 Q3
0.00%
304,467
$0.38
$117,220
-23.88% (-95,500)
-0%
2024 Q2
0.01%
399,967
$0.77
$307,975
-5.48% (-23,200)
-0%
2023 Q2
0.03%
423,167
$1.77
$749,006
-3.51% (-15,400)
-0%
2023 Q1
0.04%
438,567
$2.49
$1,092,032
+29.14% (+98,948)
+0.01%
2022 Q4
0.06%
339,619
$4.31
$1,463,758
new
+0.06%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.