Ariel Investments’s AstraZeneca AZN Stock Holding History

Ariel Investments’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
2023 Q1	–	Sell	-11,198	Closed	-$1.52M	–	115
2022 Q4	$1.52M	Buy	11,198 +174	+2%	+$21.8K	0.02%	106
2022 Q3	$1.21M	Sell	11,024 -318	-3%	-$40.3K	0.01%	104
2022 Q2	$1.5M	Sell	11,342 -630	-5%	-$82.7K	0.02%	100
2022 Q1	$1.59M	Sell	11,972 -398	-3%	-$47.7K	0.01%	101
2021 Q4	$1.44M	Sell	12,370 -804	-6%	-$94.6K	0.01%	101
2021 Q3	$1.58M	Sell	13,174 -37	-0.3%	-$4.31K	0.01%	104
2021 Q2	$1.58M	Sell	13,211 -184	-1%	-$20.2K	0.01%	102
2021 Q1	$1.33M	Buy	13,395 +192	+1%	+$19.3K	0.01%	110
2020 Q4	$1.32M	Buy	+13,203	New	+$1.4M	0.01%	125

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ariel Investments's AZN Position: Q1 2023 in Review

Ariel Investments sold out of AstraZeneca (AZN) in Q1 2023, closing a stake of 11,198 shares — an estimated $1.52M sold.

Ariel Investments first reported a position in AZN in Q4 2020 and held it in 9 quarters. The position peaked at $1.59M in Q1 2022. 1,054 funds tracked by Wall St. Rank hold AZN as of Q1 2023.

Ariel Investments reported no remaining AstraZeneca position as of Q1 2023 after selling out during the quarter.
Ariel Investments sold 11,198 AstraZeneca shares in Q1 2023, an estimated $1.52M.
Ariel Investments first reported a position in AstraZeneca in Q4 2020 and held it in 9 quarters.
Ariel Investments's AstraZeneca position peaked at $1.59M in Q1 2022.
1,054 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2023.

Based on Ariel Investments's 13F filing for Q1 2023, filed 12 May 2023.