Claris Advisors’s Azenta AZTA Stock Holding History

Claris Advisors’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	-3	Closed	-$145	–	174
2024 Q3	$145	Buy	+3	New	+$156	﹤0.01%	1057

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

Claris Advisors's AZTA Position: Q4 2024 in Review

Claris Advisors sold out of Azenta (AZTA) in Q4 2024, closing a stake of 3 shares — an estimated $145 sold.

Claris Advisors first reported a position in AZTA in Q3 2024 and held it in 1 quarter. The position peaked at $145 in Q3 2024. 310 funds tracked by Wall St. Rank hold AZTA as of Q4 2024.

Claris Advisors reported no remaining Azenta position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 Azenta shares in Q4 2024, an estimated $145.
Claris Advisors first reported a position in Azenta in Q3 2024 and held it in 1 quarter.
Claris Advisors's Azenta position peaked at $145 in Q3 2024.
310 funds tracked by Wall St. Rank held Azenta as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.