Enlightenment Research’s AstraZeneca AZN Stock Holding History

Enlightenment Research’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
2022 Q3	–	Sell	-1,600	Closed	-$211K	–	95
2022 Q2	$211K	Sell	1,600 -700	-30%	-$91.8K	0.45%	82
2022 Q1	$305K	Buy	+2,300	New	+$276K	0.41%	81
2021 Q2	–	Sell	-6,000	Closed	-$597K	–	135
2021 Q1	$597K	Buy	+6,000	New	+$603K	0.72%	38
2019 Q1	–	Sell	-6,900	Closed	-$524K	–	150
2018 Q4	$524K	Buy	+6,900	New	+$539K	0.65%	23

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Enlightenment Research's AZN Position: Q3 2022 in Review

Enlightenment Research sold out of AstraZeneca (AZN) in Q3 2022, closing a stake of 1,600 shares — an estimated $211K sold.

Enlightenment Research first reported a position in AZN in Q4 2018 and held it in 4 quarters. The position peaked at $597K in Q1 2021. 966 funds tracked by Wall St. Rank hold AZN as of Q3 2022.

Enlightenment Research reported no remaining AstraZeneca position as of Q3 2022 after selling out during the quarter.
Enlightenment Research sold 1,600 AstraZeneca shares in Q3 2022, an estimated $211K.
Enlightenment Research first reported a position in AstraZeneca in Q4 2018 and held it in 4 quarters.
Enlightenment Research's AstraZeneca position peaked at $597K in Q1 2021.
966 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2022.

Based on Enlightenment Research's 13F filing for Q3 2022, filed 15 Nov 2022.