Lehman Financial Resources’s AstraZeneca AZN Stock Holding History

Lehman 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
2015 Q4	–	Sell	-589	Closed	-$37K	–	84
2015 Q3	$37K	Hold	589	–	–	0.02%	180
2015 Q2	$37K	Hold	589	–	–	0.02%	184
2015 Q1	$40K	Hold	589	–	–	0.02%	177
2014 Q4	$41K	Hold	589	–	–	0.02%	159
2014 Q3	$42K	Hold	589	–	–	0.02%	164
2014 Q2	$44K	Hold	589	–	–	0.02%	154
2014 Q1	$38K	Hold	589	–	–	0.02%	159
2013 Q4	$35K	Hold	589	–	–	0.02%	157
2013 Q3	$31K	Hold	589	–	–	0.02%	156
2013 Q2	$28K	Buy	+589	New	+$30K	0.02%	144

Other funds holding AZN

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

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

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

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Lehman Financial Resources's AZN Position: Q4 2015 in Review

Lehman Financial Resources sold out of AstraZeneca (AZN) in Q4 2015, closing a stake of 589 shares — an estimated $37K sold.

Lehman Financial Resources first reported a position in AZN in Q2 2013 and held it in 10 quarters. The position peaked at $44K in Q2 2014. 390 funds tracked by Wall St. Rank hold AZN as of Q4 2015.

Lehman Financial Resources reported no remaining AstraZeneca position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 589 AstraZeneca shares in Q4 2015, an estimated $37K.
Lehman Financial Resources first reported a position in AstraZeneca in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's AstraZeneca position peaked at $44K in Q2 2014.
390 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.