SFG
AZEK

Steward Financial Group’s The AZEK Co AZEK Stock Holding History

Steward Financial Group’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 		$1K Buy
+65
New +$2.04K ﹤0.01% 1096
2023
Q2 		– Sell
-58
Closed -$1K – 489
2023
Q1 		$1K Buy
58
+47
+427% +$1.11K ﹤0.01% 576
2022
Q4 		$0 Buy
+11
New +$204 ﹤0.01% 557
2022
Q3 		– Sell
-2
Closed – – 173
2022
Q2 		$0 Buy
+2
New +$41 ﹤0.01% 980

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

Steward Financial Group's AZEK Position: Q3 2023 in Review

Steward Financial Group opened a new position in The AZEK Co (AZEK) in Q3 2023: 65 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AZEK as recently as Q1 2023.

Steward Financial Group first reported a position in AZEK in Q2 2022 and has held it in 4 quarters since. 297 funds tracked by Wall St. Rank hold AZEK as of Q3 2023.

  • Steward Financial Group held 65 shares of The AZEK Co worth $1K as of Q3 2023.
  • The AZEK Co was a new Steward Financial Group position in Q3 2023.
  • The AZEK Co made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1096 holding.
  • Steward Financial Group first reported a position in The AZEK Co in Q2 2022 and has held it in 4 quarters since.
  • 297 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.