Neumann Capital Management’s AstraZeneca AZN Stock Holding History

Neumann Capital 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
2018 Q4	–	Sell	-2,915	Closed	-$231K	–	72
2018 Q3	$231K	Hold	2,915	–	–	0.14%	74
2018 Q2	$205K	Hold	2,915	–	–	0.13%	73
2018 Q1	$204K	Hold	2,915	–	–	0.13%	73
2017 Q4	$202K	Buy	+2,915	New	+$197K	0.12%	75

Other funds holding AZN

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

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Neumann Capital Management's AZN Position: Q4 2018 in Review

Neumann Capital Management sold out of AstraZeneca (AZN) in Q4 2018, closing a stake of 2,915 shares — an estimated $231K sold.

Neumann Capital Management first reported a position in AZN in Q4 2017 and held it in 4 quarters. The position peaked at $231K in Q3 2018. 557 funds tracked by Wall St. Rank hold AZN as of Q4 2018.

Neumann Capital Management reported no remaining AstraZeneca position as of Q4 2018 after selling out during the quarter.
Neumann Capital Management sold 2,915 AstraZeneca shares in Q4 2018, an estimated $231K.
Neumann Capital Management first reported a position in AstraZeneca in Q4 2017 and held it in 4 quarters.
Neumann Capital Management's AstraZeneca position peaked at $231K in Q3 2018.
557 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2018.

Based on Neumann Capital Management's 13F filing for Q4 2018, filed 30 Jan 2019.