Essex Investment Management’s AstraZeneca AZN Stock Holding History

Essex 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
2021 Q2	–	Sell	-13,229	Closed	-$1.31M	–	422
2021 Q1	$1.31M	Sell	13,229 -557	-4%	-$56K	0.16%	198
2020 Q4	$1.38M	Sell	13,786 -19,913	-59%	-$2.11M	0.17%	187
2020 Q3	$3.69M	Sell	33,699 -472	-1%	-$52.5K	0.53%	42
2020 Q2	$3.62M	Sell	34,171 -4,151	-11%	-$429K	0.59%	38
2020 Q1	$3.42M	Sell	38,322 -2,754	-7%	-$259K	0.69%	31
2019 Q4	$4.1M	Buy	41,076 +7,325	+22%	+$690K	0.5%	47
2019 Q3	$3.01M	Buy	33,751 +6,138	+22%	+$532K	0.43%	60
2019 Q2	$2.28M	Hold	27,613	–	–	0.31%	97
2019 Q1	$2.23M	Sell	27,613 -68	-0.2%	-$5.36K	0.33%	91
2018 Q4	$2.1M	Sell	27,681 -196	-0.7%	-$15.3K	0.33%	88
2018 Q3	$2.21M	Sell	27,877 -8,933	-24%	-$676K	0.26%	115
2018 Q2	$2.58M	Buy	36,810 +9,771	+36%	+$703K	0.32%	97
2018 Q1	$1.89M	Buy	+27,039	New	+$1.87M	0.25%	119

Other funds holding AZN

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Essex Investment Management's AZN Position: Q2 2021 in Review

Essex Investment Management sold out of AstraZeneca (AZN) in Q2 2021, closing a stake of 13,229 shares — an estimated $1.31M sold.

Essex Investment Management first reported a position in AZN in Q1 2018 and held it in 13 quarters. The position peaked at $4.1M in Q4 2019. 769 funds tracked by Wall St. Rank hold AZN as of Q2 2021.

Essex Investment Management reported no remaining AstraZeneca position as of Q2 2021 after selling out during the quarter.
Essex Investment Management sold 13,229 AstraZeneca shares in Q2 2021, an estimated $1.31M.
Essex Investment Management first reported a position in AstraZeneca in Q1 2018 and held it in 13 quarters.
Essex Investment Management's AstraZeneca position peaked at $4.1M in Q4 2019.
769 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2021.

Based on Essex Investment Management's 13F filing for Q2 2021, filed 12 Aug 2021.