CIP
AZEK

Chartwell Investment Partners’s The AZEK Co AZEK Stock Holding History

Chartwell Investment Partners’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
-88,863
Closed -$3.74M – 416
2024
Q2 		$3.74M Buy
88,863
+3,036
+4% +$141K 0.13% 220
2024
Q1 		$4.31M Sell
85,827
-19,606
-19% -$854K 0.15% 205
2023
Q4 		$4.03M Sell
105,433
-18,082
-15% -$564K 0.14% 213
2023
Q3 		$3.67M Buy
123,515
+83,761
+211% +$2.63M 0.14% 214
2023
Q2 		$1.2M Buy
+39,754
New +$1.03M 0.04% 337

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

Chartwell Investment Partners's AZEK Position: Q3 2024 in Review

Chartwell Investment Partners sold out of The AZEK Co (AZEK) in Q3 2024, closing a stake of 88,863 shares — an estimated $3.74M sold.

Chartwell Investment Partners first reported a position in AZEK in Q2 2023 and held it in 5 quarters. The position peaked at $4.31M in Q1 2024. 341 funds tracked by Wall St. Rank hold AZEK as of Q3 2024.

  • Chartwell Investment Partners reported no remaining The AZEK Co position as of Q3 2024 after selling out during the quarter.
  • Chartwell Investment Partners sold 88,863 The AZEK Co shares in Q3 2024, an estimated $3.74M.
  • Chartwell Investment Partners first reported a position in The AZEK Co in Q2 2023 and held it in 5 quarters.
  • Chartwell Investment Partners's The AZEK Co position peaked at $4.31M in Q1 2024.
  • 341 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.