Ground Swell Capital’s AstraZeneca AZN Stock Holding History

Ground Swell 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
2022 Q3	–	Sell	-2,077	Closed	-$274K	–	108
2022 Q2	$274K	Buy	+2,077	New	+$273K	0.5%	60
2021 Q3	–	Sell	-2,080	Closed	-$249K	–	74
2021 Q2	$249K	Buy	+2,080	New	+$228K	1.18%	27
2014 Q3	$10K	Buy	+139	New	+$10.2K	0.02%	925

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Ground Swell Capital's AZN Position: Q3 2022 in Review

Ground Swell Capital sold out of AstraZeneca (AZN) in Q3 2022, closing a stake of 2,077 shares — an estimated $274K sold.

Ground Swell Capital first reported a position in AZN in Q3 2014 and held it in 3 quarters. The position peaked at $274K in Q2 2022. 965 funds tracked by Wall St. Rank hold AZN as of Q3 2022.

Ground Swell Capital reported no remaining AstraZeneca position as of Q3 2022 after selling out during the quarter.
Ground Swell Capital sold 2,077 AstraZeneca shares in Q3 2022, an estimated $274K.
Ground Swell Capital first reported a position in AstraZeneca in Q3 2014 and held it in 3 quarters.
Ground Swell Capital's AstraZeneca position peaked at $274K in Q2 2022.
965 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2022.

Based on Ground Swell Capital's 13F filing for Q3 2022, filed 14 Nov 2022.