Mid Atlantic Financial Management’s AstraZeneca AZN Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$205K	Buy	+1,709	New	+$199K	0.01%	818
2021 Q1	–	Sell	-2,988	Closed	-$299K	–	862
2020 Q4	$299K	Buy	2,988 +288	+11%	+$30.5K	0.02%	575
2020 Q3	$292K	Buy	+2,700	New	+$300K	0.03%	530

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mid Atlantic Financial Management's AZN Position: Q3 2021 in Review

Mid Atlantic Financial Management opened a new position in AstraZeneca (AZN) in Q3 2021: 1,709 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #818 among its holdings. This is a return to the name: Mid Atlantic Financial Management previously reported a position in AZN as recently as Q4 2020.

Mid Atlantic Financial Management first reported a position in AZN in Q3 2020 and has held it in 3 quarters since. The position peaked at $299K in Q4 2020. 905 funds tracked by Wall St. Rank hold AZN as of Q3 2021.

Mid Atlantic Financial Management held 1,709 shares of AstraZeneca worth $205K as of Q3 2021.
AstraZeneca was a new Mid Atlantic Financial Management position in Q3 2021.
AstraZeneca made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #818 holding.
Mid Atlantic Financial Management first reported a position in AstraZeneca in Q3 2020 and has held it in 3 quarters since.
Mid Atlantic Financial Management's AstraZeneca position peaked at $299K in Q4 2020.
905 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.