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Lehman & Derafelo Financial Resources’s AstraZeneca AZN Stock Holding History

Lehman & Derafelo Financial Resources’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
2020
Q3 		– Sell
-10,000
Closed -$1.06M – 270
2020
Q2 		$1.06M Buy
+10,000
New +$1.03M 0.37% 51

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lehman & Derafelo Financial Resources's AZN Position: Q3 2020 in Review

Lehman & Derafelo Financial Resources sold out of AstraZeneca (AZN) in Q3 2020, closing a stake of 150 shares — an estimated $16K sold.

Lehman & Derafelo Financial Resources first reported a position in AZN in Q2 2020 and held it in 1 quarter. The position peaked at $16K in Q2 2020. 722 funds tracked by Wall St. Rank hold AZN as of Q3 2020.

  • Lehman & Derafelo Financial Resources reported no remaining AstraZeneca position as of Q3 2020 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 150 AstraZeneca shares in Q3 2020, an estimated $16K.
  • Lehman & Derafelo Financial Resources first reported a position in AstraZeneca in Q2 2020 and held it in 1 quarter.
  • Lehman & Derafelo Financial Resources's AstraZeneca position peaked at $16K in Q2 2020.
  • 722 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2020, filed 6 Nov 2020.