NERM
AZEK

New England Research & Management’s The AZEK Co AZEK Stock Holding History

New England Research & Management’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
2022
Q1 		– Sell
-5,625
Closed -$260K – 160
2021
Q4 		$260K Sell
5,625
-9,280
-62% -$369K 0.13% 159
2021
Q3 		$544K Hold
14,905
– – 0.28% 103
2021
Q2 		$633K Buy
14,905
+4,555
+44% +$204K 0.33% 102
2021
Q1 		$435K Sell
10,350
-10,400
-50% -$445K 0.24% 113
2020
Q4 		$798K Buy
+20,750
New +$749K 0.49% 71

Other funds holding AZEK

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

New England Research & Management's AZEK Position: Q1 2022 in Review

New England Research & Management sold out of The AZEK Co (AZEK) in Q1 2022, closing a stake of 5,625 shares — an estimated $260K sold.

New England Research & Management first reported a position in AZEK in Q4 2020 and held it in 5 quarters. The position peaked at $798K in Q4 2020. 270 funds tracked by Wall St. Rank hold AZEK as of Q1 2022.

  • New England Research & Management reported no remaining The AZEK Co position as of Q1 2022 after selling out during the quarter.
  • New England Research & Management sold 5,625 The AZEK Co shares in Q1 2022, an estimated $260K.
  • New England Research & Management first reported a position in The AZEK Co in Q4 2020 and held it in 5 quarters.
  • New England Research & Management's The AZEK Co position peaked at $798K in Q4 2020.
  • 270 funds tracked by Wall St. Rank held The AZEK Co as of Q1 2022.

Based on New England Research & Management's 13F filing for Q1 2022, filed 20 Apr 2022.