Zimmer Partners’s The AZEK Co AZEK Stock Holding History

Zimmer Partners’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 Q2	–	Sell	-293,000	Closed	-$6.9M	–	118
2023 Q1	$6.9M	Buy	+293,000	New	+$6.93M	0.14%	72
2021 Q4	–	Sell	-2,625,000	Closed	-$95.9M	–	120
2021 Q3	$95.9M	Sell	2,625,000 -300,500	-10%	-$11.7M	1.51%	22
2021 Q2	$124M	Buy	2,925,500 +1,211,635	+71%	+$54.3M	1.67%	18
2021 Q1	$72.1M	Sell	1,713,865 -276,964	-14%	-$11.8M	0.98%	32
2020 Q4	$76.5M	Sell	1,990,829 -1,303,816	-40%	-$47.1M	1.12%	30
2020 Q3	$115M	Buy	3,294,645 +1,701,599	+107%	+$59.3M	1.77%	16
2020 Q2	$50.8M	Buy	+1,593,046	New	+$48.4M	0.69%	39

Other funds holding AZEK

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Zimmer Partners's AZEK Position: Q2 2023 in Review

Zimmer Partners sold out of The AZEK Co (AZEK) in Q2 2023, closing a stake of 293,000 shares — an estimated $6.9M sold.

Zimmer Partners first reported a position in AZEK in Q2 2020 and held it in 7 quarters. The position peaked at $124M in Q2 2021. 270 funds tracked by Wall St. Rank hold AZEK as of Q2 2023.

Zimmer Partners reported no remaining The AZEK Co position as of Q2 2023 after selling out during the quarter.
Zimmer Partners sold 293,000 The AZEK Co shares in Q2 2023, an estimated $6.9M.
Zimmer Partners first reported a position in The AZEK Co in Q2 2020 and held it in 7 quarters.
Zimmer Partners's The AZEK Co position peaked at $124M in Q2 2021.
270 funds tracked by Wall St. Rank held The AZEK Co as of Q2 2023.

Based on Zimmer Partners's 13F filing for Q2 2023, filed 14 Aug 2023.