Hobart Private Capital’s AstraZeneca AZN Stock Holding History

Hobart Private 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
2019 Q1	–	Sell	-8,352	Closed	-$634K	–	161
2018 Q4	$634K	Buy	8,352 +369	+5%	+$28.8K	0.54%	53
2018 Q3	$632K	Sell	7,983 -5,541	-41%	-$419K	0.48%	61
2018 Q2	$950K	Sell	13,524 -2,980	-18%	-$214K	0.77%	45
2018 Q1	$1.15M	Sell	16,504 -2,106	-11%	-$146K	1.01%	34
2017 Q4	$1.29M	Buy	+18,610	New	+$1.25M	1.15%	29

Other funds holding AZN

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

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

Hobart Private Capital's AZN Position: Q1 2019 in Review

Hobart Private Capital sold out of AstraZeneca (AZN) in Q1 2019, closing a stake of 8,352 shares — an estimated $634K sold.

Hobart Private Capital first reported a position in AZN in Q4 2017 and held it in 5 quarters. The position peaked at $1.29M in Q4 2017. 561 funds tracked by Wall St. Rank hold AZN as of Q1 2019.

Hobart Private Capital reported no remaining AstraZeneca position as of Q1 2019 after selling out during the quarter.
Hobart Private Capital sold 8,352 AstraZeneca shares in Q1 2019, an estimated $634K.
Hobart Private Capital first reported a position in AstraZeneca in Q4 2017 and held it in 5 quarters.
Hobart Private Capital's AstraZeneca position peaked at $1.29M in Q4 2017.
561 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2019.

Based on Hobart Private Capital's 13F filing for Q1 2019, filed 11 Mar 2024.