Capstone Investment Advisors
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Capstone Investment Advisors’s AstraZeneca AZN Stock Holding History

Capstone Investment Advisors’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
2026
Q1 		– Sell
-3,800
Closed -$699K – 1584
2025
Q4 		$699K Sell
3,800
-550
-13% -$96.5K ﹤0.01% 1013
2025
Q3 		$667K Buy
4,350
+1,950
+81% +$295K ﹤0.01% 1208
2025
Q2 		$335K Hold
2,400
– – ﹤0.01% 1337
2025
Q1 		$353K Buy
+2,400
New +$347K ﹤0.01% 1152
2022
Q1 		– Sell
-67,550
Closed -$7.87M – 2058
2021
Q4 		$7.87M Hold
67,550
– – 0.01% 684
2021
Q3 		$8.11M Buy
+67,550
New +$7.86M 0.02% 688

Other funds holding AZN

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vanguard Asset Management London, Ec4n 8af $117B AUM

Capstone Investment Advisors's AZN Position: Q4 2014 in Review

Capstone Investment Advisors sold out of AstraZeneca (AZN) in Q4 2014, closing a stake of 2,500 shares — an estimated $178K sold.

Capstone Investment Advisors first reported a position in AZN in Q3 2014 and held it in 1 quarter. The position peaked at $178K in Q3 2014. 404 funds tracked by Wall St. Rank hold AZN as of Q4 2014.

  • Capstone Investment Advisors reported no remaining AstraZeneca position as of Q4 2014 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,500 AstraZeneca shares in Q4 2014, an estimated $178K.
  • Capstone Investment Advisors first reported a position in AstraZeneca in Q3 2014 and held it in 1 quarter.
  • Capstone Investment Advisors's AstraZeneca position peaked at $178K in Q3 2014.
  • 404 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2014.

Based on Capstone Investment Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.