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Marco Investment Management’s AstraZeneca AZN Stock Holding History

Marco 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
2023
Q3 		– Sell
-1,452
Closed -$208K – 195
2023
Q2 		$208K Hold
1,452
– – 0.02% 194
2023
Q1 		$202K Buy
+1,452
New +$195K 0.02% 193

Other funds holding AZN

T. Rowe Price Associates
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Marco Investment Management's AZN Position: Q3 2023 in Review

Marco Investment Management sold out of AstraZeneca (AZN) in Q3 2023, closing a stake of 1,452 shares — an estimated $208K sold.

Marco Investment Management first reported a position in AZN in Q1 2023 and held it in 2 quarters. The position peaked at $208K in Q2 2023. 1,073 funds tracked by Wall St. Rank hold AZN as of Q3 2023.

  • Marco Investment Management reported no remaining AstraZeneca position as of Q3 2023 after selling out during the quarter.
  • Marco Investment Management sold 1,452 AstraZeneca shares in Q3 2023, an estimated $208K.
  • Marco Investment Management first reported a position in AstraZeneca in Q1 2023 and held it in 2 quarters.
  • Marco Investment Management's AstraZeneca position peaked at $208K in Q2 2023.
  • 1,073 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2023.

Based on Marco Investment Management's 13F filing for Q3 2023, filed 7 Nov 2023.