Ardsley Advisory Partners’s AstraZeneca AZN Stock Holding History

Ardsley Advisory 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
2022 Q4	–	Sell	-50,000	Closed	-$5.48M	–	124
2022 Q3	$5.48M	Sell	50,000 -33,000	-40%	-$4.19M	1.45%	27
2022 Q2	$11M	Sell	83,000 -7,500	-8%	-$984K	2.72%	14
2022 Q1	$12M	Buy	90,500 +90,175	+27,746%	+$10.8M	2.47%	12
2021 Q4	$38K	Sell	325 -150,025	-100%	-$17.7M	0.01%	105
2021 Q3	$18.1M	Buy	150,350 +75,350	+100%	+$8.77M	3.77%	9
2021 Q2	$8.98M	Buy	+75,000	New	+$8.23M	1.5%	26
2021 Q1	–	Hold	0	–	–	–	128
2020 Q4	–	Sell	-4,750	Closed	-$521K	–	139
2020 Q3	$521K	Sell	4,750 -2,500	-34%	-$278K	0.13%	95
2020 Q2	$767K	Buy	+7,250	New	+$749K	0.18%	68
2020 Q1	–	Sell	-3,750	Closed	-$374K	–	108
2019 Q4	$374K	Buy	+3,750	New	+$353K	0.08%	111
2017 Q2	–	Hold	0	–	–	–	143
2017 Q1	–	Hold	0	–	–	–	158

Other funds holding AZN

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return