UIA
AZEK

Ulland Investment Advisors’s The AZEK Co AZEK Stock Holding History

Ulland Investment Advisors’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
Q3 		– Sell
-200
Closed -$3K – 218
2022
Q2 		$3K Buy
+200
New +$4.11K ﹤0.01% 226

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ulland Investment Advisors's AZEK Position: Q3 2022 in Review

Ulland Investment Advisors sold out of The AZEK Co (AZEK) in Q3 2022, closing a stake of 200 shares — an estimated $3K sold.

Ulland Investment Advisors first reported a position in AZEK in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 243 funds tracked by Wall St. Rank hold AZEK as of Q3 2022.

  • Ulland Investment Advisors reported no remaining The AZEK Co position as of Q3 2022 after selling out during the quarter.
  • Ulland Investment Advisors sold 200 The AZEK Co shares in Q3 2022, an estimated $3K.
  • Ulland Investment Advisors first reported a position in The AZEK Co in Q2 2022 and held it in 1 quarter.
  • Ulland Investment Advisors's The AZEK Co position peaked at $3K in Q2 2022.
  • 243 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2022.

Based on Ulland Investment Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.