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Birchbrook’s AstraZeneca AZN Stock Holding History

Birchbrook’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
2025
Q1 		– Sell
-50
Closed -$6.55K – 268
2024
Q4 		$6.55K Sell
50
-24
-32% -$3.36K ﹤0.01% 220
2024
Q3 		$11.5K Hold
74
– – 0.01% 180
2024
Q2 		$11.5K Hold
74
– – 0.01% 189
2024
Q1 		$9.96K Hold
74
– – 0.01% 203
2023
Q4 		$9.9K Buy
+74
New +$9.62K 0.01% 214

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
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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Birchbrook's AZN Position: Q1 2025 in Review

Birchbrook sold out of AstraZeneca (AZN) in Q1 2025, closing a stake of 50 shares — an estimated $6.55K sold.

Birchbrook first reported a position in AZN in Q4 2023 and held it in 5 quarters. The position peaked at $11.5K in Q2 2024. 1,251 funds tracked by Wall St. Rank hold AZN as of Q1 2025.

  • Birchbrook reported no remaining AstraZeneca position as of Q1 2025 after selling out during the quarter.
  • Birchbrook sold 50 AstraZeneca shares in Q1 2025, an estimated $6.55K.
  • Birchbrook first reported a position in AstraZeneca in Q4 2023 and held it in 5 quarters.
  • Birchbrook's AstraZeneca position peaked at $11.5K in Q2 2024.
  • 1,251 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2025.

Based on Birchbrook's 13F filing for Q1 2025, filed 10 Jun 2025.