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Everett Harris & Co’s AstraZeneca AZN Stock Holding History

Everett Harris & Co’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
2024
Q4 		– Sell
-1,501
Closed -$234K – 284
2024
Q3 		$234K Hold
1,501
– – ﹤0.01% 256
2024
Q2 		$234K Buy
+1,501
New +$226K ﹤0.01% 252

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Everett Harris & Co's AZN Position: Q4 2024 in Review

Everett Harris & Co sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 1,501 shares — an estimated $234K sold.

Everett Harris & Co first reported a position in AZN in Q2 2024 and held it in 2 quarters. The position peaked at $234K in Q2 2024. 1,219 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

  • Everett Harris & Co reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
  • Everett Harris & Co sold 1,501 AstraZeneca shares in Q4 2024, an estimated $234K.
  • Everett Harris & Co first reported a position in AstraZeneca in Q2 2024 and held it in 2 quarters.
  • Everett Harris & Co's AstraZeneca position peaked at $234K in Q2 2024.
  • 1,219 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Everett Harris & Co's 13F filing for Q4 2024, filed 24 Jan 2025.