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Cavalier Investments’s AstraZeneca AZN Stock Holding History

Cavalier Investments’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
2019
Q2 		– Sell
-11,700
Closed -$946K – 116
2019
Q1 		$946K Hold
11,700
– – 0.39% 68
2018
Q4 		$889K Buy
+11,700
New +$914K 0.29% 72

Other funds holding AZN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Cavalier Investments's AZN Position: Q2 2019 in Review

Cavalier Investments sold out of AstraZeneca (AZN) in Q2 2019, closing a stake of 11,700 shares — an estimated $946K sold.

Cavalier Investments first reported a position in AZN in Q4 2018 and held it in 2 quarters. The position peaked at $946K in Q1 2019. 546 funds tracked by Wall St. Rank hold AZN as of Q2 2019.

  • Cavalier Investments reported no remaining AstraZeneca position as of Q2 2019 after selling out during the quarter.
  • Cavalier Investments sold 11,700 AstraZeneca shares in Q2 2019, an estimated $946K.
  • Cavalier Investments first reported a position in AstraZeneca in Q4 2018 and held it in 2 quarters.
  • Cavalier Investments's AstraZeneca position peaked at $946K in Q1 2019.
  • 546 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2019.

Based on Cavalier Investments's 13F filing for Q2 2019, filed 31 Jul 2019.