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Mendota Financial Group’s AstraZeneca AZN Stock Holding History

Mendota Financial Group’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
Q1 		– Sell
-840
Closed -$110K – 132
2024
Q4 		$110K Sell
840
-155
-16% -$21.7K 0.07% 90
2024
Q3 		$155K Sell
995
-117
-11% -$18.9K 0.07% 83
2024
Q2 		$173K Sell
1,112
-15
-1% -$2.26K 0.09% 64
2024
Q1 		$153K Sell
1,127
-50
-4% -$6.62K 0.09% 81
2023
Q4 		$159K Hold
1,177
– – 0.12% 91
2023
Q3 		$159K Buy
+1,177
New +$161K 0.17% 41

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Mendota Financial Group's AZN Position: Q1 2025 in Review

Mendota Financial Group sold out of AstraZeneca (AZN) in Q1 2025, closing a stake of 840 shares — an estimated $110K sold.

Mendota Financial Group first reported a position in AZN in Q3 2023 and held it in 6 quarters. The position peaked at $173K in Q2 2024. 1,252 funds tracked by Wall St. Rank hold AZN as of Q1 2025.

  • Mendota Financial Group reported no remaining AstraZeneca position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 840 AstraZeneca shares in Q1 2025, an estimated $110K.
  • Mendota Financial Group first reported a position in AstraZeneca in Q3 2023 and held it in 6 quarters.
  • Mendota Financial Group's AstraZeneca position peaked at $173K in Q2 2024.
  • 1,252 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.