Cypress Asset Management’s AstraZeneca AZN Stock Holding History

Cypress Asset 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
2024 Q4	–	Sell	-2,323	Closed	-$362K	–	106
2024 Q3	$362K	Buy	2,323 +760	+49%	+$123K	0.09%	91
2024 Q2	$253K	Buy	+1,563	New	+$235K	0.07%	95
2021 Q1	–	Sell	-2,125	Closed	-$212K	–	139
2020 Q4	$212K	Hold	2,125	–	–	0.06%	141
2020 Q3	$233K	Hold	2,125	–	–	0.07%	125
2020 Q2	$225K	Buy	+2,125	New	+$219K	0.08%	123
2018 Q1	–	Sell	-3,088	Closed	-$214K	–	177
2017 Q4	$214K	Sell	3,088 -225	-7%	-$15.2K	0.05%	178
2017 Q3	$224K	Hold	3,313	–	–	0.05%	184
2017 Q2	$226K	Sell	3,313 -2,225	-40%	-$145K	0.05%	183
2017 Q1	$345K	Sell	5,538 -1,550	-22%	-$90.2K	0.07%	169
2016 Q4	$387K	Sell	7,088 -525	-7%	-$29.8K	0.07%	159
2016 Q3	$500K	Sell	7,613 -1,822	-19%	-$119K	0.1%	137
2016 Q2	$570K	Sell	9,435 -51,263	-84%	-$2.98M	0.11%	137
2016 Q1	$3.42M	Sell	60,698 -1,137	-2%	-$68.3K	0.69%	50
2015 Q4	$4.2M	Sell	61,835 -665	-1%	-$43.6K	0.84%	38
2015 Q3	$3.98M	Buy	62,500 +95	+0.2%	+$6.25K	0.84%	45
2015 Q2	$3.98M	Buy	62,405 +1,095	+2%	+$75K	0.75%	46
2015 Q1	$4.2M	Buy	+61,310	New	+$4.26M	0.78%	43

Other funds holding AZN

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

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

Franklin Resources

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

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

Jennison Associates

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

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return