Mark Sheptoff Financial Planning’s Alexion Pharmaceuticals ALXN Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ALXN Stock Details ALXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-150	Closed	-$17K	–	369
2020 Q3	$17K	Hold	150	–	–	0.01%	199
2020 Q2	$17K	Hold	150	–	–	0.01%	213
2020 Q1	$13K	Hold	150	–	–	0.01%	210
2019 Q4	$16K	Hold	150	–	–	0.01%	241
2019 Q3	$15K	Hold	150	–	–	0.01%	241
2019 Q2	$20K	Hold	150	–	–	0.01%	214
2019 Q1	$20K	Hold	150	–	–	0.01%	213
2018 Q4	$15K	Hold	150	–	–	0.01%	208
2018 Q3	$21K	Hold	150	–	–	0.01%	235
2018 Q2	$19K	Hold	150	–	–	0.01%	229
2018 Q1	$17K	Hold	150	–	–	0.01%	245
2017 Q4	$18K	Hold	150	–	–	0.01%	242
2017 Q3	$21K	Hold	150	–	–	0.01%	234
2017 Q2	$18K	Sell	150 -1	-0.7%	-$116	0.01%	237
2017 Q1	$18K	Buy	151 +1	+0.7%	+$129	0.01%	241
2016 Q4	$18K	Sell	150 -25	-14%	-$3.06K	0.01%	228
2016 Q3	$21K	Hold	175	–	–	0.02%	213
2016 Q2	$20K	Sell	175 -30	-15%	-$4.26K	0.01%	207
2016 Q1	$29K	Hold	205	–	–	0.02%	184
2015 Q4	$39K	Hold	205	–	–	0.03%	182
2015 Q3	$32K	Buy	205 +22	+12%	+$4.01K	0.03%	188
2015 Q2	$33K	Buy	183 +8	+5%	+$1.38K	0.03%	195
2015 Q1	$30K	Hold	175	–	–	0.03%	195
2014 Q4	$32K	Hold	175	–	–	0.03%	195
2014 Q3	$29K	Hold	175	–	–	0.03%	202
2014 Q2	$27K	Hold	175	–	–	0.02%	207
2014 Q1	$27K	Buy	+175	New	+$27.8K	0.02%	217

Other funds holding ALXN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mark Sheptoff Financial Planning's ALXN Position: Q4 2020 in Review

Mark Sheptoff Financial Planning sold out of Alexion Pharmaceuticals (ALXN) in Q4 2020, closing a stake of 150 shares — an estimated $17K sold.

Mark Sheptoff Financial Planning first reported a position in ALXN in Q1 2014 and held it in 27 quarters. The position peaked at $39K in Q4 2015. 827 funds tracked by Wall St. Rank hold ALXN as of Q4 2020.

Mark Sheptoff Financial Planning reported no remaining Alexion Pharmaceuticals position as of Q4 2020 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 150 Alexion Pharmaceuticals shares in Q4 2020, an estimated $17K.
Mark Sheptoff Financial Planning first reported a position in Alexion Pharmaceuticals in Q1 2014 and held it in 27 quarters.
Mark Sheptoff Financial Planning's Alexion Pharmaceuticals position peaked at $39K in Q4 2015.
827 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q4 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2020, filed 11 Feb 2021.