Baron Financial Group’s AstraZeneca AZN Stock Holding History

Baron Financial Group’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 Q3	–	Sell	-700	Closed	-$92.5K	–	64
2022 Q2	$92.5K	Hold	700	–	–	0.06%	61
2022 Q1	$92.9K	Hold	700	–	–	0.05%	68
2021 Q4	$81.5K	Hold	700	–	–	0.05%	71
2021 Q3	$84.1K	Sell	700 -100	-13%	-$11.6K	0.05%	72
2021 Q2	$95.8K	Hold	800	–	–	0.06%	71
2021 Q1	$79.6K	Hold	800	–	–	0.05%	75
2020 Q4	$80K	Hold	800	–	–	0.06%	68
2020 Q3	$87.7K	Buy	+800	New	+$89K	0.08%	66

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Baron Financial Group's AZN Position: Q3 2022 in Review

Baron Financial Group sold out of AstraZeneca (AZN) in Q3 2022, closing a stake of 700 shares — an estimated $92.5K sold.

Baron Financial Group first reported a position in AZN in Q3 2020 and held it in 8 quarters. The position peaked at $95.8K in Q2 2021. 965 funds tracked by Wall St. Rank hold AZN as of Q3 2022.

Baron Financial Group reported no remaining AstraZeneca position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 700 AstraZeneca shares in Q3 2022, an estimated $92.5K.
Baron Financial Group first reported a position in AstraZeneca in Q3 2020 and held it in 8 quarters.
Baron Financial Group's AstraZeneca position peaked at $95.8K in Q2 2021.
965 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.