Otter Creek Advisors’s AstraZeneca AZN Stock Holding History

Otter Creek Advisors’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 Q1	–	Sell	-23,000	Closed	-$3.12M	–	40
2022 Q4	$3.12M	Buy	+23,000	New	+$2.88M	2.04%	25

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

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

Jennison Associates New York $167B AUM 44.17% 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

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

Otter Creek Advisors's AZN Position: Q1 2023 in Review

Otter Creek Advisors sold out of AstraZeneca (AZN) in Q1 2023, closing a stake of 23,000 shares — an estimated $3.12M sold.

Otter Creek Advisors first reported a position in AZN in Q4 2022 and held it in 1 quarter. The position peaked at $3.12M in Q4 2022. 1,054 funds tracked by Wall St. Rank hold AZN as of Q1 2023.

Otter Creek Advisors reported no remaining AstraZeneca position as of Q1 2023 after selling out during the quarter.
Otter Creek Advisors sold 23,000 AstraZeneca shares in Q1 2023, an estimated $3.12M.
Otter Creek Advisors first reported a position in AstraZeneca in Q4 2022 and held it in 1 quarter.
Otter Creek Advisors's AstraZeneca position peaked at $3.12M in Q4 2022.
1,054 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2023.

Based on Otter Creek Advisors's 13F filing for Q1 2023, filed 3 May 2023.