Otter Creek Advisors’s Azenta AZTA Stock Holding History

Otter Creek 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 Q1	–	Sell	-23,200	Closed	-$1.51M	–	49
2023 Q4	$1.51M	Buy	+23,200	New	+$1.26M	0.9%	41
2023 Q1	–	Sell	-52,036	Closed	-$3.03M	–	41
2022 Q4	$3.03M	Buy	52,036 +8,036	+18%	+$411K	1.98%	27
2022 Q3	$1.89M	Buy	44,000 +5,472	+14%	+$327K	1.53%	33
2022 Q2	$2.78M	Buy	+38,528	New	+$2.88M	1.86%	28
2022 Q1	–	Sell	-34,022	Closed	-$3.51M	–	59
2021 Q4	$3.51M	Buy	+34,022	New	+$3.69M	2.27%	25

Other funds holding AZTA

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

GKIM

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Otter Creek Advisors's AZTA Position: Q1 2024 in Review

Otter Creek Advisors sold out of Azenta (AZTA) in Q1 2024, closing a stake of 23,200 shares — an estimated $1.51M sold.

Otter Creek Advisors first reported a position in AZTA in Q4 2021 and held it in 5 quarters. The position peaked at $3.51M in Q4 2021. 328 funds tracked by Wall St. Rank hold AZTA as of Q1 2024.

Otter Creek Advisors reported no remaining Azenta position as of Q1 2024 after selling out during the quarter.
Otter Creek Advisors sold 23,200 Azenta shares in Q1 2024, an estimated $1.51M.
Otter Creek Advisors first reported a position in Azenta in Q4 2021 and held it in 5 quarters.
Otter Creek Advisors's Azenta position peaked at $3.51M in Q4 2021.
328 funds tracked by Wall St. Rank held Azenta as of Q1 2024.

Based on Otter Creek Advisors's 13F filing for Q1 2024, filed 10 May 2024.