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Evelyn Partners Investment Management’s Jazz Pharmaceuticals JAZZ Stock Holding History

Evelyn Partners Investment Management’s Portfolio JAZZ Stock Details JAZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15
Closed -$1.86K – 430
2025
Q1 		$1.86K Hold
15
– – ﹤0.01% 392
2024
Q4 		$1.85K Buy
+15
New +$1.77K ﹤0.01% 393

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Dimensional Fund Advisors
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State Street
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JP Morgan Chase
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EC
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Evelyn Partners Investment Management's JAZZ Position: Q2 2025 in Review

Evelyn Partners Investment Management sold out of Jazz Pharmaceuticals (JAZZ) in Q2 2025, closing a stake of 15 shares — an estimated $1.86K sold.

Evelyn Partners Investment Management first reported a position in JAZZ in Q4 2024 and held it in 2 quarters. The position peaked at $1.86K in Q1 2025. 501 funds tracked by Wall St. Rank hold JAZZ as of Q2 2025.

  • Evelyn Partners Investment Management reported no remaining Jazz Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 15 Jazz Pharmaceuticals shares in Q2 2025, an estimated $1.86K.
  • Evelyn Partners Investment Management first reported a position in Jazz Pharmaceuticals in Q4 2024 and held it in 2 quarters.
  • Evelyn Partners Investment Management's Jazz Pharmaceuticals position peaked at $1.86K in Q1 2025.
  • 501 funds tracked by Wall St. Rank held Jazz Pharmaceuticals as of Q2 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.