LOIM
AZN icon

Liberty One Investment Management’s AstraZeneca AZN Stock Holding History

Liberty One Investment Management’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
Q4 		– Sell
-4,329
Closed -$675K – 151
2024
Q3 		$675K Sell
4,329
-176
-4% -$28.4K 0.07% 113
2024
Q2 		$703K Buy
+4,505
New +$678K 0.08% 109

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Liberty One Investment Management's AZN Position: Q4 2024 in Review

Liberty One Investment Management sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 4,329 shares — an estimated $675K sold.

Liberty One Investment Management first reported a position in AZN in Q2 2024 and held it in 2 quarters. The position peaked at $703K in Q2 2024. 1,219 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

  • Liberty One Investment Management reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
  • Liberty One Investment Management sold 4,329 AstraZeneca shares in Q4 2024, an estimated $675K.
  • Liberty One Investment Management first reported a position in AstraZeneca in Q2 2024 and held it in 2 quarters.
  • Liberty One Investment Management's AstraZeneca position peaked at $703K in Q2 2024.
  • 1,219 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Liberty One Investment Management's 13F filing for Q4 2024, filed 16 Jan 2025.