SGI
AZEK

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 $5.72T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return