Lion Street Advisors’s AstraZeneca AZN Stock Holding History

Lion Street Advisors’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 Q2	–	Sell	-2,479	Closed	-$364K	–	275
2025 Q1	$364K	Sell	2,479 -410	-14%	-$59.3K	0.12%	181
2024 Q4	$379K	Buy	2,889 +333	+13%	+$46.6K	0.12%	174
2024 Q3	$398K	Buy	2,556 +825	+48%	+$133K	0.14%	164
2024 Q2	$270K	Buy	1,731 +92	+6%	+$13.8K	0.1%	210
2024 Q1	$221K	Hold	1,639	–	–	0.09%	223
2023 Q4	$221K	Buy	+1,639	New	+$213K	0.09%	223
2020 Q2	–	Sell	-46	Closed	-$4K	–	62
2020 Q1	$4K	Buy	+46	New	+$4.33K	0.02%	270

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

Wellington Management Group

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Fisher Asset Management

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

Sanders Capital

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

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