Empirical Finance’s AstraZeneca AZN Stock Holding History

Empirical Finance’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	-1,527	Closed	-$212K	–	514
2023 Q1	$212K	Sell	1,527 -8	-0.5%	-$1.08K	0.02%	488
2022 Q4	$208K	Buy	+1,535	New	+$193K	0.02%	486
2022 Q3	–	Sell	-1,809	Closed	-$239K	–	484
2022 Q2	$239K	Hold	1,809	–	–	0.03%	445
2022 Q1	$240K	Sell	1,809 -98	-5%	-$11.8K	0.03%	451
2021 Q4	$222K	Sell	1,907 -114	-6%	-$13.4K	0.03%	449
2021 Q3	$243K	Buy	+2,021	New	+$235K	0.04%	385

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Empirical Finance's AZN Position: Q2 2023 in Review

Empirical Finance sold out of AstraZeneca (AZN) in Q2 2023, closing a stake of 1,527 shares — an estimated $212K sold.

Empirical Finance first reported a position in AZN in Q3 2021 and held it in 6 quarters. The position peaked at $243K in Q3 2021. 1,090 funds tracked by Wall St. Rank hold AZN as of Q2 2023.

Empirical Finance reported no remaining AstraZeneca position as of Q2 2023 after selling out during the quarter.
Empirical Finance sold 1,527 AstraZeneca shares in Q2 2023, an estimated $212K.
Empirical Finance first reported a position in AstraZeneca in Q3 2021 and held it in 6 quarters.
Empirical Finance's AstraZeneca position peaked at $243K in Q3 2021.
1,090 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2023.

Based on Empirical Finance's 13F filing for Q2 2023, filed 27 Jul 2023.