Lee, Danner & Bass’s AstraZeneca AZN Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-57	Closed	-$7.47K	–	258
2024 Q4	$7.47K	Buy	+57	New	+$7.98K	﹤0.01%	561

Other funds holding AZN

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Lee, Danner & Bass's AZN Position: Q1 2025 in Review

Lee, Danner & Bass sold out of AstraZeneca (AZN) in Q1 2025, closing a stake of 57 shares — an estimated $7.47K sold.

Lee, Danner & Bass first reported a position in AZN in Q4 2024 and held it in 1 quarter. The position peaked at $7.47K in Q4 2024. 1,249 funds tracked by Wall St. Rank hold AZN as of Q1 2025.

Lee, Danner & Bass reported no remaining AstraZeneca position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 57 AstraZeneca shares in Q1 2025, an estimated $7.47K.
Lee, Danner & Bass first reported a position in AstraZeneca in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's AstraZeneca position peaked at $7.47K in Q4 2024.
1,249 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.