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Lourd Capital’s AstraZeneca AZN Stock Holding History

Lourd Capital’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
2019
Q1 		– Sell
-8,683
Closed -$660K – 142
2018
Q4 		$660K Sell
8,683
-135
-2% -$10.5K 0.05% 90
2018
Q3 		$698K Buy
8,818
+35
+0.4% +$2.65K 0.05% 91
2018
Q2 		$617K Sell
8,783
-2,401
-21% -$173K 0.09% 72
2018
Q1 		$782K Sell
11,184
-213
-2% -$14.8K 0.11% 65
2017
Q4 		$791K Buy
+11,397
New +$769K 0.05% 88

Other funds holding AZN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lourd Capital's AZN Position: Q1 2019 in Review

Lourd Capital sold out of AstraZeneca (AZN) in Q1 2019, closing a stake of 8,683 shares — an estimated $660K sold.

Lourd Capital first reported a position in AZN in Q4 2017 and held it in 5 quarters. The position peaked at $791K in Q4 2017. 561 funds tracked by Wall St. Rank hold AZN as of Q1 2019.

  • Lourd Capital reported no remaining AstraZeneca position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 8,683 AstraZeneca shares in Q1 2019, an estimated $660K.
  • Lourd Capital first reported a position in AstraZeneca in Q4 2017 and held it in 5 quarters.
  • Lourd Capital's AstraZeneca position peaked at $791K in Q4 2017.
  • 561 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.