Shufro Rose & Co’s The AZEK Co AZEK Stock Holding History

Shufro Rose & Co’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
2024 Q4	–	Sell	-6,900	Closed	-$291K	–	299
2024 Q3	$291K	Hold	6,900	–	–	0.02%	239
2024 Q2	$291K	Hold	6,900	–	–	0.02%	239
2024 Q1	$347K	Sell	6,900 -5,000	-42%	-$218K	0.03%	216
2023 Q4	$354K	Sell	11,900 -1,500	-11%	-$46.8K	0.03%	199
2023 Q3	$399K	Sell	13,400 -2,000	-13%	-$62.9K	0.04%	187
2023 Q2	$466K	Hold	15,400	–	–	0.04%	171
2023 Q1	$363K	Hold	15,400	–	–	0.03%	205
2022 Q4	$313K	Hold	15,400	–	–	0.03%	231
2022 Q3	$256K	Buy	+15,400	New	+$293K	0.03%	236
2022 Q2	–	Sell	-8,900	Closed	-$221K	–	326
2022 Q1	$221K	Buy	8,900 +400	+5%	+$12.6K	0.02%	272
2021 Q4	$393K	Buy	8,500 +1,200	+16%	+$47.8K	0.03%	203
2021 Q3	$267K	Buy	7,300 +1,200	+20%	+$46.7K	0.02%	230
2021 Q2	$259K	Sell	6,100 -200	-3%	-$8.96K	0.02%	239
2021 Q1	$265K	Buy	6,300 +4,000	+174%	+$171K	0.02%	233
2020 Q4	$88K	Buy	+2,300	New	+$83K	0.01%	273

Other funds holding AZEK

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

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

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Shufro Rose & Co's AZEK Position: Q4 2024 in Review

Shufro Rose & Co sold out of The AZEK Co (AZEK) in Q4 2024, closing a stake of 6,900 shares — an estimated $291K sold.

Shufro Rose & Co first reported a position in AZEK in Q4 2020 and held it in 15 quarters. The position peaked at $466K in Q2 2023. 341 funds tracked by Wall St. Rank hold AZEK as of Q4 2024.

Shufro Rose & Co reported no remaining The AZEK Co position as of Q4 2024 after selling out during the quarter.
Shufro Rose & Co sold 6,900 The AZEK Co shares in Q4 2024, an estimated $291K.
Shufro Rose & Co first reported a position in The AZEK Co in Q4 2020 and held it in 15 quarters.
Shufro Rose & Co's The AZEK Co position peaked at $466K in Q2 2023.
341 funds tracked by Wall St. Rank held The AZEK Co as of Q4 2024.

Based on Shufro Rose & Co's 13F filing for Q4 2024, filed 25 Feb 2025.