Anchor Investment Management’s Azenta AZTA Stock Holding History

Anchor Investment Management’s Portfolio AZTA Stock Details AZTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-44	Closed	-$2.13K	–	1029
2024 Q3	$2.13K	Buy	+44	New	+$2.29K	﹤0.01%	950
2022 Q2	–	Sell	-50	Closed	-$4.14K	–	977
2022 Q1	$4.14K	Sell	50 -1,000	-95%	-$85.8K	﹤0.01%	866
2021 Q4	$108K	Sell	1,050 -3,375	-76%	-$366K	0.01%	470
2021 Q3	$453K	Buy	4,425 +2,610	+144%	+$234K	0.06%	244
2021 Q2	$173K	Hold	1,815	–	–	0.02%	379
2021 Q1	$148K	Buy	1,815 +1,315	+263%	+$106K	0.02%	383
2020 Q4	$33.9K	Buy	+500	New	+$31.2K	0.01%	529

Other funds holding AZTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Anchor Investment Management's AZTA Position: Q4 2024 in Review

Anchor Investment Management sold out of Azenta (AZTA) in Q4 2024, closing a stake of 44 shares — an estimated $2.13K sold.

Anchor Investment Management first reported a position in AZTA in Q4 2020 and held it in 7 quarters. The position peaked at $453K in Q3 2021. 310 funds tracked by Wall St. Rank hold AZTA as of Q4 2024.

Anchor Investment Management reported no remaining Azenta position as of Q4 2024 after selling out during the quarter.
Anchor Investment Management sold 44 Azenta shares in Q4 2024, an estimated $2.13K.
Anchor Investment Management first reported a position in Azenta in Q4 2020 and held it in 7 quarters.
Anchor Investment Management's Azenta position peaked at $453K in Q3 2021.
310 funds tracked by Wall St. Rank held Azenta as of Q4 2024.

Based on Anchor Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.