Monumental Financial Group’s AstraZeneca AZN Stock Holding History

Monumental 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
2023 Q2	–	Sell	-8,936	Closed	-$1.24M	–	49
2023 Q1	$1.24M	Buy	8,936 +649	+8%	+$87.3K	0.89%	23
2022 Q4	$1.12M	Buy	+8,287	New	+$1.04M	0.91%	22

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Monumental Financial Group's AZN Position: Q2 2023 in Review

Monumental Financial Group sold out of AstraZeneca (AZN) in Q2 2023, closing a stake of 8,936 shares — an estimated $1.24M sold.

Monumental Financial Group first reported a position in AZN in Q4 2022 and held it in 2 quarters. The position peaked at $1.24M in Q1 2023. 1,090 funds tracked by Wall St. Rank hold AZN as of Q2 2023.

Monumental Financial Group reported no remaining AstraZeneca position as of Q2 2023 after selling out during the quarter.
Monumental Financial Group sold 8,936 AstraZeneca shares in Q2 2023, an estimated $1.24M.
Monumental Financial Group first reported a position in AstraZeneca in Q4 2022 and held it in 2 quarters.
Monumental Financial Group's AstraZeneca position peaked at $1.24M in Q1 2023.
1,090 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.