J. Goldman & Co’s AstraZeneca AZN Stock Holding History

J. Goldman & 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
2022 Q4	–	Sell	-11,510	Closed	-$1.26M	–	376
2022 Q3	$1.26M	Buy	+11,510	New	+$1.46M	0.06%	243
2014 Q4	–	Sell	-7,600	Closed	-$543K	–	189
2014 Q3	$543K	Sell	7,600 -23,301	-75%	-$1.71M	0.03%	243
2014 Q2	$2.3M	Buy	+30,901	New	+$2.23M	0.17%	137

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

J. Goldman & Co's AZN Position: Q4 2022 in Review

J. Goldman & Co sold out of AstraZeneca (AZN) in Q4 2022, closing a stake of 11,510 shares — an estimated $1.26M sold.

J. Goldman & Co first reported a position in AZN in Q2 2014 and held it in 3 quarters. The position peaked at $2.3M in Q2 2014. 1,061 funds tracked by Wall St. Rank hold AZN as of Q4 2022.

J. Goldman & Co reported no remaining AstraZeneca position as of Q4 2022 after selling out during the quarter.
J. Goldman & Co sold 11,510 AstraZeneca shares in Q4 2022, an estimated $1.26M.
J. Goldman & Co first reported a position in AstraZeneca in Q2 2014 and held it in 3 quarters.
J. Goldman & Co's AstraZeneca position peaked at $2.3M in Q2 2014.
1,061 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2022.

Based on J. Goldman & Co's 13F filing for Q4 2022, filed 14 Feb 2023.