Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$732,405.97
% of Total Estimate Gain
11.45%

TAX MANAGED SMALL CAP PORTFOLIO's The AZEK Co Inc Holding Summary

As of 2025-04-30, TAX MANAGED SMALL CAP PORTFOLIO held - shares of The AZEK Co Inc(AZEK), totaling N/A. This investment constitutes 0% of their stock portfolio, and TAX MANAGED SMALL CAP PORTFOLIO now holds 0% of the outstanding The AZEK Co Inc(AZEK) stock.

The initial trade took place in 2021Q4. And since then TAX MANAGED SMALL CAP PORTFOLIO has made 8 purchases of AZEK, at an average price of $33.12, for a total of 193,188.00 shares. In addition, there have been 5 sales at an average price of $36.91 for 193,188.00 shares. Based on historical transaction data and AZEK's current price of $54.35, TAX MANAGED SMALL CAP PORTFOLIO's estimated gain on his AZEK holdings is $732,405.97, reflecting a 11.45% gain to date.

TAX MANAGED SMALL CAP PORTFOLIO AZEK ($54.35) Holding Chart

TAX MANAGED SMALL CAP PORTFOLIO AZEK ($54.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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