Eagle Strategies’s AstraZeneca AZN Stock Holding History

Eagle Strategies’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
2025 Q1	–	Sell	-2,868	Closed	-$376K	–	214
2024 Q4	$376K	Sell	2,868 -1,668	-37%	-$234K	0.07%	157
2024 Q3	$707K	Sell	4,536 -569	-11%	-$91.8K	0.13%	111
2024 Q2	$796K	Buy	+5,105	New	+$768K	0.15%	106
2024 Q1	–	Sell	-4,521	Closed	-$609K	–	270
2023 Q4	$609K	Buy	4,521 +15	+0.3%	+$1.95K	0.13%	110
2023 Q3	$610K	Buy	4,506 +921	+26%	+$126K	0.15%	106
2023 Q2	$513K	Buy	3,585 +114	+3%	+$16.8K	0.12%	116
2023 Q1	$482K	Buy	3,471 +409	+13%	+$55K	0.12%	113
2022 Q4	$415K	Buy	3,062 +577	+23%	+$72.4K	0.12%	109
2022 Q3	$273K	Buy	+2,485	New	+$315K	0.14%	84

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

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

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

Franklin Resources

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Sanders Capital

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