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Summit Global Investments’s The AZEK Co AZEK Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-17,654
Closed -$744K – 505
2024
Q2 		$744K Buy
+17,654
New +$817K 0.05% 287
2021
Q4 		– Sell
-13,200
Closed -$482K – 546
2021
Q3 		$482K Sell
13,200
-37,900
-74% -$1.48M 0.04% 315
2021
Q2 		$2.17M Buy
51,100
+15,247
+43% +$683K 0.13% 130
2021
Q1 		$1.51M Buy
35,853
+29,453
+460% +$1.26M 0.1% 154
2020
Q4 		$246K Buy
+6,400
New +$231K 0.02% 240

Other funds holding AZEK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Summit Global Investments's AZEK Position: Q3 2024 in Review

Summit Global Investments sold out of The AZEK Co (AZEK) in Q3 2024, closing a stake of 17,654 shares — an estimated $744K sold.

Summit Global Investments first reported a position in AZEK in Q4 2020 and held it in 5 quarters. The position peaked at $2.17M in Q2 2021. 342 funds tracked by Wall St. Rank hold AZEK as of Q3 2024.

  • Summit Global Investments reported no remaining The AZEK Co position as of Q3 2024 after selling out during the quarter.
  • Summit Global Investments sold 17,654 The AZEK Co shares in Q3 2024, an estimated $744K.
  • Summit Global Investments first reported a position in The AZEK Co in Q4 2020 and held it in 5 quarters.
  • Summit Global Investments's The AZEK Co position peaked at $2.17M in Q2 2021.
  • 342 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2024.

Based on Summit Global Investments's 13F filing for Q3 2024, filed 31 Oct 2024.