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
2021 Q1	–	Sell	-4,000	Closed	-$154K	–	309
2020 Q4	$154K	Buy	+4,000	New	+$144K	0.01%	257

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.