LF
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Lee Financial’s AstraZeneca AZN Stock Holding History

Lee Financial’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
Q1 		– Sell
-696
Closed -$93.7K – 212
2023
Q4 		$93.7K Hold
696
– – 0.02% 182
2023
Q3 		$94.2K Buy
696
+63
+10% +$8.61K 0.02% 167
2023
Q2 		$90.5K Hold
633
– – 0.02% 174
2023
Q1 		$87.8K Buy
633
+9
+1% +$1.21K 0.02% 185
2022
Q4 		$84.6K Hold
624
– – 0.01% 211
2022
Q3 		$68K Buy
624
+4
+0.6% +$507 0.01% 225
2022
Q2 		$82K Hold
620
– – 0.02% 202
2022
Q1 		$82K Buy
620
+8
+1% +$959 0.01% 201
2021
Q4 		$71K Sell
612
-11
-2% -$1.29K 0.01% 217
2021
Q3 		$74K Buy
623
+16
+3% +$1.86K 0.02% 198
2021
Q2 		$73K Hold
607
– – 0.02% 201
2021
Q1 		$60K Sell
607
-490
-45% -$49.3K 0.01% 219
2020
Q4 		$110K Hold
1,097
– – 0.03% 152
2020
Q3 		$120K Buy
1,097
+597
+119% +$66.4K 0.03% 144
2020
Q2 		$53K Buy
+500
New +$51.6K 0.01% 197
2018
Q4 		– Sell
-49
Closed -$4K – 440
2018
Q3 		$4K Sell
49
-1,025
-95% -$77.5K ﹤0.01% 411
2018
Q2 		$75K Buy
1,074
+6
+0.6% +$432 0.02% 230
2018
Q1 		$75K Buy
1,068
+1,051
+6,182% +$72.8K 0.02% 231
2017
Q4 		$1K Hold
17
– – ﹤0.01% 455
2017
Q3 		$1K Buy
+17
New +$1.07K ﹤0.01% 460

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lee Financial's AZN Position: Q1 2024 in Review

Lee Financial sold out of AstraZeneca (AZN) in Q1 2024, closing a stake of 696 shares — an estimated $93.7K sold.

Lee Financial first reported a position in AZN in Q3 2017 and held it in 20 quarters. The position peaked at $120K in Q3 2020. 1,142 funds tracked by Wall St. Rank hold AZN as of Q1 2024.

  • Lee Financial reported no remaining AstraZeneca position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 696 AstraZeneca shares in Q1 2024, an estimated $93.7K.
  • Lee Financial first reported a position in AstraZeneca in Q3 2017 and held it in 20 quarters.
  • Lee Financial's AstraZeneca position peaked at $120K in Q3 2020.
  • 1,142 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.