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Boston Financial Management’s AstraZeneca AZN Stock Holding History

Boston Financial 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
-1,361
Closed -$212K – 339
2024
Q3 		$212K Hold
1,361
– – 0.01% 318
2024
Q2 		$212K Buy
+1,361
New +$205K 0.01% 317
2022
Q3 		– Sell
-1,563
Closed -$206K – 304
2022
Q2 		$206K Buy
+1,563
New +$205K 0.01% 280
2020
Q3 		– Sell
-1,624
Closed -$172K – 237
2020
Q2 		$172K Hold
1,624
– – 0.01% 242
2020
Q1 		$145K Sell
1,624
-850
-34% -$80K 0.01% 251
2019
Q4 		$247K Hold
2,474
– – 0.01% 220
2019
Q3 		$221K Buy
+2,474
New +$215K 0.01% 242
2019
Q2 		– Sell
-41,214
Closed -$3.33M – 258
2019
Q1 		$3.33M Sell
41,214
-1,566
-4% -$123K 0.2% 100
2018
Q4 		$3.25M Sell
42,780
-495
-1% -$38.7K 0.23% 97
2018
Q3 		$3.42M Sell
43,275
-1,240
-3% -$93.8K 0.2% 104
2018
Q2 		$3.13M Sell
44,515
-7,001
-14% -$504K 0.21% 109
2018
Q1 		$3.6M Sell
51,516
-5,885
-10% -$408K 0.25% 105
2017
Q4 		$3.98M Sell
57,401
-3,833
-6% -$258K 0.27% 105
2017
Q3 		$4.15M Sell
61,234
-1,990
-3% -$126K 0.3% 108
2017
Q2 		$4.31M Buy
63,224
+3,821
+6% +$250K 0.31% 107
2017
Q1 		$3.7M Buy
59,403
+1,975
+3% +$115K 0.28% 116
2016
Q4 		$3.14M Buy
57,428
+9,455
+20% +$537K 0.25% 125
2016
Q3 		$3.15M Sell
47,973
-600
-1% -$39.2K 0.26% 127
2016
Q2 		$2.93M Buy
+48,573
New +$2.82M 0.24% 133

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Boston Financial Management's AZN Position: Q4 2024 in Review

Boston Financial Management sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 1,361 shares — an estimated $212K sold.

Boston Financial Management first reported a position in AZN in Q2 2016 and held it in 19 quarters. The position peaked at $4.31M in Q2 2017. 1,219 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

  • Boston Financial Management reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
  • Boston Financial Management sold 1,361 AstraZeneca shares in Q4 2024, an estimated $212K.
  • Boston Financial Management first reported a position in AstraZeneca in Q2 2016 and held it in 19 quarters.
  • Boston Financial Management's AstraZeneca position peaked at $4.31M in Q2 2017.
  • 1,219 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.