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Almanack Investment Partners’s AstraZeneca AZN Stock Holding History

Almanack Investment Partners’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,923
Closed -$618K – 399
2020
Q3 		$618K Buy
+2,923
New +$325K 0.08% 169
2020
Q2 		– Sell
-2,770
Closed -$485K – 260
2020
Q1 		$485K Buy
+2,770
New +$261K 0.1% 126

Other funds holding AZN

Primecap Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Almanack Investment Partners's AZN Position: Q4 2020 in Review

Almanack Investment Partners sold out of AstraZeneca (AZN) in Q4 2020, closing a stake of 2,923 shares — an estimated $618K sold.

Almanack Investment Partners first reported a position in AZN in Q1 2020 and held it in 2 quarters. The position peaked at $618K in Q3 2020. 787 funds tracked by Wall St. Rank hold AZN as of Q4 2020.

  • Almanack Investment Partners reported no remaining AstraZeneca position as of Q4 2020 after selling out during the quarter.
  • Almanack Investment Partners sold 2,923 AstraZeneca shares in Q4 2020, an estimated $618K.
  • Almanack Investment Partners first reported a position in AstraZeneca in Q1 2020 and held it in 2 quarters.
  • Almanack Investment Partners's AstraZeneca position peaked at $618K in Q3 2020.
  • 787 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2020.

Based on Almanack Investment Partners's 13F filing for Q4 2020, filed 3 Feb 2021.