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Contravisory Investment Management’s AstraZeneca AZN Stock Holding History

Contravisory Investment 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
2023
Q4 		– Sell
-1,221
Closed -$165K – 366
2023
Q3 		$165K Buy
1,221
+68
+6% +$9.29K 0.05% 207
2023
Q2 		$165K Buy
1,153
+438
+61% +$64.4K 0.04% 207
2023
Q1 		$99.2K Buy
715
+72
+11% +$9.69K 0.03% 221
2022
Q4 		$87.2K Buy
+643
New +$80.6K 0.02% 225
2021
Q1 		– Sell
-657
Closed -$66K – 265
2020
Q4 		$66K Buy
657
+17
+3% +$1.8K 0.02% 197
2020
Q3 		$70K Hold
640
– – 0.02% 187
2020
Q2 		$69K Sell
640
-17
-3% -$1.76K 0.03% 194
2020
Q1 		$59K Buy
657
+12
+2% +$1.13K 0.03% 209
2019
Q4 		$64K Sell
645
-8
-1% -$753 0.02% 215
2019
Q3 		$58K Buy
653
+16
+3% +$1.39K 0.02% 221
2019
Q2 		$53K Hold
637
– – 0.02% 222
2019
Q1 		$51K Buy
+637
New +$50.2K 0.02% 216
2018
Q1 		– Sell
-10
Closed -$1K – 338
2017
Q4 		$1K Buy
+10
New +$674 ﹤0.01% 349

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Contravisory Investment Management's AZN Position: Q4 2023 in Review

Contravisory Investment Management sold out of AstraZeneca (AZN) in Q4 2023, closing a stake of 1,221 shares — an estimated $165K sold.

Contravisory Investment Management first reported a position in AZN in Q4 2017 and held it in 13 quarters. The position peaked at $165K in Q3 2023. 1,130 funds tracked by Wall St. Rank hold AZN as of Q4 2023.

  • Contravisory Investment Management reported no remaining AstraZeneca position as of Q4 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 1,221 AstraZeneca shares in Q4 2023, an estimated $165K.
  • Contravisory Investment Management first reported a position in AstraZeneca in Q4 2017 and held it in 13 quarters.
  • Contravisory Investment Management's AstraZeneca position peaked at $165K in Q3 2023.
  • 1,130 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2023.

Based on Contravisory Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.