LAS
AZEK

Lloyd Advisory Services’s The AZEK Co AZEK Stock Holding History

Lloyd Advisory Services’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 		– Sell
-6,851
Closed -$204K – 156
2023
Q3 		$204K Buy
+6,851
New +$215K 0.07% 236

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

Lloyd Advisory Services's AZEK Position: Q4 2023 in Review

Lloyd Advisory Services sold out of The AZEK Co (AZEK) in Q4 2023, closing a stake of 6,851 shares — an estimated $204K sold.

Lloyd Advisory Services first reported a position in AZEK in Q3 2023 and held it in 1 quarter. The position peaked at $204K in Q3 2023. 323 funds tracked by Wall St. Rank hold AZEK as of Q4 2023.

  • Lloyd Advisory Services reported no remaining The AZEK Co position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 6,851 The AZEK Co shares in Q4 2023, an estimated $204K.
  • Lloyd Advisory Services first reported a position in The AZEK Co in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's The AZEK Co position peaked at $204K in Q3 2023.
  • 323 funds tracked by Wall St. Rank held The AZEK Co as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.