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Baldwin Investment Management’s AstraZeneca AZN Stock Holding History

Baldwin Investment Management’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
2024
Q4 		– Sell
-2,328
Closed -$363K – 201
2024
Q3 		$363K Hold
2,328
– – 0.05% 174
2024
Q2 		$363K Sell
2,328
-50
-2% -$7.52K 0.05% 166
2024
Q1 		$322K Sell
2,378
-100
-4% -$13.2K 0.04% 181
2023
Q4 		$334K Hold
2,478
– – 0.05% 166
2023
Q3 		$336K Sell
2,478
-50
-2% -$6.83K 0.06% 154
2023
Q2 		$362K Hold
2,528
– – 0.06% 157
2023
Q1 		$351K Hold
2,528
– – 0.06% 162
2022
Q4 		$343K Hold
2,528
– – 0.06% 158
2022
Q3 		$277K Sell
2,528
-100
-4% -$12.7K 0.06% 176
2022
Q2 		$347K Sell
2,628
-300
-10% -$39.4K 0.07% 173
2022
Q1 		$388K Sell
2,928
-25
-0.8% -$3K 0.06% 181
2021
Q4 		$344K Hold
2,953
– – 0.05% 192
2021
Q3 		$355K Buy
2,953
+25
+0.9% +$2.91K 0.06% 191
2021
Q2 		$351K Hold
2,928
– – 0.06% 196
2021
Q1 		$291K Hold
2,928
– – 0.05% 206
2020
Q4 		$293K Sell
2,928
-50
-2% -$5.3K 0.06% 192
2020
Q3 		$326K Hold
2,978
– – 0.08% 154
2020
Q2 		$315K Hold
2,978
– – 0.1% 121
2020
Q1 		$266K Hold
2,978
– – 0.09% 124
2019
Q4 		$297K Hold
2,978
– – 0.08% 137
2019
Q3 		$265K Buy
2,978
+128
+4% +$11.1K 0.08% 141
2019
Q2 		$235K Buy
2,850
+50
+2% +$3.92K 0.07% 152
2019
Q1 		$226K Hold
2,800
– – 0.07% 151
2018
Q4 		$213K Buy
2,800
+50
+2% +$3.9K 0.07% 150
2018
Q3 		$218K Buy
+2,750
New +$208K 0.06% 158

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Baldwin Investment Management's AZN Position: Q4 2024 in Review

Baldwin Investment Management sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 2,328 shares — an estimated $363K sold.

Baldwin Investment Management first reported a position in AZN in Q3 2018 and held it in 25 quarters. The position peaked at $388K in Q1 2022. 1,220 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

  • Baldwin Investment Management reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
  • Baldwin Investment Management sold 2,328 AstraZeneca shares in Q4 2024, an estimated $363K.
  • Baldwin Investment Management first reported a position in AstraZeneca in Q3 2018 and held it in 25 quarters.
  • Baldwin Investment Management's AstraZeneca position peaked at $388K in Q1 2022.
  • 1,220 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Baldwin Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.