Cascade Investment Advisors’s AstraZeneca AZN Stock Holding History

Cascade 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
2023 Q2	–	Sell	-250	Closed	-$34.7K	–	118
2023 Q1	$34.7K	Buy	+250	New	+$33.6K	0.03%	161
2022 Q3	–	Sell	-250	Closed	-$33K	–	112
2022 Q2	$33K	Hold	250	–	–	0.03%	170
2022 Q1	$33.2K	Hold	250	–	–	0.02%	186
2021 Q4	$29.1K	Hold	250	–	–	0.02%	193
2021 Q3	$30K	Hold	250	–	–	0.02%	186
2021 Q2	$29.9K	Sell	250 -50	-17%	-$5.49K	0.02%	189
2021 Q1	$29.8K	Hold	300	–	–	0.02%	184
2020 Q4	$30K	Hold	300	–	–	0.02%	182
2020 Q3	$32.9K	Hold	300	–	–	0.03%	171
2020 Q2	$31.7K	Hold	300	–	–	0.03%	165
2020 Q1	$26.8K	Hold	300	–	–	0.03%	165
2019 Q4	$29.9K	Hold	300	–	–	0.02%	173
2019 Q3	$26.7K	Sell	300 -89	-23%	-$7.72K	0.02%	178
2019 Q2	$32.1K	Hold	389	–	–	0.03%	166
2019 Q1	$31.5K	Hold	389	–	–	0.03%	153
2018 Q4	$29.5K	Hold	389	–	–	0.03%	154
2018 Q3	$30.8K	Hold	389	–	–	0.03%	150
2018 Q2	$27.3K	Hold	389	–	–	0.02%	156
2018 Q1	$27.2K	Hold	389	–	–	0.02%	150
2017 Q4	$27K	Buy	+389	New	+$26.2K	0.02%	148

Other funds holding AZN

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return