BC
AZEK

Bartlett & Co’s The AZEK Co AZEK Stock Holding History

Bartlett & 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
2023
Q4 		$7K Hold
170
– – ﹤0.01% 1043
2023
Q3 		$5K Hold
170
– – ﹤0.01% 982
2023
Q2 		$5K Hold
170
– – ﹤0.01% 978
2023
Q1 		$4K Hold
170
– – ﹤0.01% 910
2022
Q4 		$3K Hold
170
– – ﹤0.01% 963
2022
Q3 		$3K Hold
170
– – ﹤0.01% 979
2022
Q2 		$3K Buy
+170
New +$3.49K ﹤0.01% 1103

Other funds holding AZEK

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bartlett & Co's AZEK Position: Q4 2023 in Review

Bartlett & Co held its The AZEK Co (AZEK) position steady in Q4 2023 at 170 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Bartlett & Co first reported a position in AZEK in Q2 2022 and has held it in 7 quarters since. 323 funds tracked by Wall St. Rank hold AZEK as of Q4 2023.

  • Bartlett & Co held 170 shares of The AZEK Co worth $7K as of Q4 2023.
  • Bartlett & Co left its The AZEK Co share count unchanged in Q4 2023.
  • The AZEK Co made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1043 holding.
  • Bartlett & Co first reported a position in The AZEK Co in Q2 2022 and has held it in 7 quarters since.
  • 323 funds tracked by Wall St. Rank held The AZEK Co as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.