Colonial Trust’s The AZEK Co AZEK Stock Holding History

Colonial Trust’s Portfolio AZEK Stock Details AZEK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-43	Closed	-$2.04K	–	1117
2024 Q4	$2.04K	Buy	+43	New	+$2.05K	﹤0.01%	1217

Other funds holding AZEK

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Colonial Trust's AZEK Position: Q1 2025 in Review

Colonial Trust sold out of The AZEK Co (AZEK) in Q1 2025, closing a stake of 43 shares — an estimated $2.04K sold.

Colonial Trust first reported a position in AZEK in Q4 2024 and held it in 1 quarter. The position peaked at $2.04K in Q4 2024. 383 funds tracked by Wall St. Rank hold AZEK as of Q1 2025.

Colonial Trust reported no remaining The AZEK Co position as of Q1 2025 after selling out during the quarter.
Colonial Trust sold 43 The AZEK Co shares in Q1 2025, an estimated $2.04K.
Colonial Trust first reported a position in The AZEK Co in Q4 2024 and held it in 1 quarter.
Colonial Trust's The AZEK Co position peaked at $2.04K in Q4 2024.
383 funds tracked by Wall St. Rank held The AZEK Co as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.