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Evelyn V. Moreno’s AstraZeneca AZN Stock Holding History

Evelyn V. Moreno’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
Q4 		$636K Sell
4,723
-324
-6% -$42.1K 0.3% 65
2023
Q3 		$684K Buy
+5,047
New +$689K 0.15% 73

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evelyn V. Moreno's AZN Position: Q4 2023 in Review

Evelyn V. Moreno reduced its AstraZeneca (AZN) stake by 6.4% in Q4 2023, selling an estimated $42.1K and leaving 4,723 shares worth $636K. The position accounts for 0.3% of the portfolio, ranked #65.

Evelyn V. Moreno first reported a position in AZN in Q3 2023 and has held it in 2 quarters since. The position peaked at $684K in Q3 2023. 1,130 funds tracked by Wall St. Rank hold AZN as of Q4 2023.

  • Evelyn V. Moreno held 4,723 shares of AstraZeneca worth $636K as of Q4 2023.
  • Evelyn V. Moreno sold 324 AstraZeneca shares in Q4 2023, an estimated $42.1K.
  • AstraZeneca made up 0.3% of Evelyn V. Moreno's portfolio in Q4 2023, its #65 holding.
  • Evelyn V. Moreno first reported a position in AstraZeneca in Q3 2023 and has held it in 2 quarters since.
  • Evelyn V. Moreno's AstraZeneca position peaked at $684K in Q3 2023.
  • 1,130 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.