FORA Capital’s AstraZeneca AZN Stock Holding History

FORA Capital’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	-16,557	Closed	-$2.58M	–	396
2024 Q3	$2.58M	Buy	+16,557	New	+$2.67M	0.3%	96
2024 Q2	–	Sell	-11,119	Closed	-$1.51M	–	369
2024 Q1	$1.51M	Sell	11,119 -39,416	-78%	-$5.22M	0.12%	197
2023 Q4	$6.81M	Buy	50,535 +33,259	+193%	+$4.32M	0.58%	52
2023 Q3	$2.34M	Buy	17,276 +9,580	+124%	+$1.31M	0.21%	140
2023 Q2	$1.1M	Buy	+7,696	New	+$1.13M	0.16%	150
2023 Q1	–	Sell	-4,815	Closed	-$653K	–	519
2022 Q4	$653K	Sell	4,815 -26,507	-85%	-$3.32M	0.11%	231
2022 Q3	$3.44M	Buy	+31,322	New	+$3.97M	0.66%	28
2022 Q1	–	Sell	-4,971	Closed	-$579K	–	511
2021 Q4	$579K	Buy	+4,971	New	+$585K	0.22%	131
2020 Q2	–	Sell	-4,198	Closed	-$375K	–	897
2020 Q1	$375K	Sell	4,198 -15,194	-78%	-$1.43M	0.08%	301
2019 Q4	$1.93M	Buy	+19,392	New	+$1.83M	0.2%	135

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

FORA Capital's AZN Position: Q4 2024 in Review

FORA Capital sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 16,557 shares — an estimated $2.58M sold.

FORA Capital first reported a position in AZN in Q4 2019 and held it in 10 quarters. The position peaked at $6.81M in Q4 2023. 1,219 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

FORA Capital reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
FORA Capital sold 16,557 AstraZeneca shares in Q4 2024, an estimated $2.58M.
FORA Capital first reported a position in AstraZeneca in Q4 2019 and held it in 10 quarters.
FORA Capital's AstraZeneca position peaked at $6.81M in Q4 2023.
1,219 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.