Carmel Capital Partners’s AstraZeneca AZN Stock Holding History

Carmel Capital Partners’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
2023 Q4	–	Sell	-13	Closed	-$1.73K	–	190
2023 Q3	$1.73K	Hold	13	–	–	﹤0.01%	638
2023 Q2	$1.83K	Hold	13	–	–	﹤0.01%	369
2023 Q1	$1.78K	Buy	+13	New	+$1.75K	﹤0.01%	414

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carmel Capital Partners's AZN Position: Q4 2023 in Review

Carmel Capital Partners sold out of AstraZeneca (AZN) in Q4 2023, closing a stake of 13 shares — an estimated $1.73K sold.

Carmel Capital Partners first reported a position in AZN in Q1 2023 and held it in 3 quarters. The position peaked at $1.83K in Q2 2023. 1,130 funds tracked by Wall St. Rank hold AZN as of Q4 2023.

Carmel Capital Partners reported no remaining AstraZeneca position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 13 AstraZeneca shares in Q4 2023, an estimated $1.73K.
Carmel Capital Partners first reported a position in AstraZeneca in Q1 2023 and held it in 3 quarters.
Carmel Capital Partners's AstraZeneca position peaked at $1.83K in Q2 2023.
1,130 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.