Savant Capital’s The AZEK Co AZEK Stock Holding History

Savant Capital’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	-7,650	Closed	-$363K	–	1109
2024 Q4	$363K	Sell	7,650 -75	-1%	-$3.58K	﹤0.01%	1016
2024 Q3	$362K	Sell	7,725 -5,466	-41%	-$234K	﹤0.01%	1012
2024 Q2	$556K	Sell	13,191 -868	-6%	-$40.2K	0.01%	754
2024 Q1	$706K	Buy	+14,059	New	+$613K	0.01%	642

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

Savant Capital's AZEK Position: Q1 2025 in Review

Savant Capital sold out of The AZEK Co (AZEK) in Q1 2025, closing a stake of 7,650 shares — an estimated $363K sold.

Savant Capital first reported a position in AZEK in Q1 2024 and held it in 4 quarters. The position peaked at $706K in Q1 2024. 383 funds tracked by Wall St. Rank hold AZEK as of Q1 2025.

Savant Capital reported no remaining The AZEK Co position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 7,650 The AZEK Co shares in Q1 2025, an estimated $363K.
Savant Capital first reported a position in The AZEK Co in Q1 2024 and held it in 4 quarters.
Savant Capital's The AZEK Co position peaked at $706K in Q1 2024.
383 funds tracked by Wall St. Rank held The AZEK Co as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.