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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wellington Management Group

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

Bank of America

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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