DI
AZEK

Disciplined Investments’s The AZEK Co AZEK Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-13
Closed -$394 – 237
2023
Q2 		$394 Buy
13
+1
+8% +$26 ﹤0.01% 1317
2023
Q1 		$282 Buy
12
+2
+20% +$47 ﹤0.01% 1414
2022
Q4 		$203 Buy
10
+2
+25% +$37 ﹤0.01% 1431
2022
Q3 		$0 Buy
8
+1
+14% +$19 ﹤0.01% 1231
2022
Q2 		$0 Buy
7
+2
+40% +$41 ﹤0.01% 1262
2022
Q1 		$0 Buy
+5
New +$157 ﹤0.01% 1337

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Disciplined Investments's AZEK Position: Q3 2023 in Review

Disciplined Investments sold out of The AZEK Co (AZEK) in Q3 2023, closing a stake of 13 shares — an estimated $394 sold.

Disciplined Investments first reported a position in AZEK in Q1 2022 and held it in 6 quarters. The position peaked at $394 in Q2 2023. 297 funds tracked by Wall St. Rank hold AZEK as of Q3 2023.

  • Disciplined Investments reported no remaining The AZEK Co position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 13 The AZEK Co shares in Q3 2023, an estimated $394.
  • Disciplined Investments first reported a position in The AZEK Co in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's The AZEK Co position peaked at $394 in Q2 2023.
  • 297 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.