Patton Albertson Miller Group’s AstraZeneca AZN Stock Holding History

Patton Albertson Miller 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	-1,606	Closed	-$210K	–	216
2024 Q4	$210K	Hold	1,606	–	–	0.03%	208
2024 Q3	$250K	Buy	1,606 +13	+0.8%	+$2.1K	0.03%	191
2024 Q2	$248K	Buy	+1,593	New	+$240K	0.04%	185
2021 Q3	–	Sell	-2,375	Closed	-$285K	–	240
2021 Q2	$285K	Hold	2,375	–	–	0.06%	186
2021 Q1	$236K	Sell	2,375 -73	-3%	-$7.34K	0.06%	194
2020 Q4	$249K	Sell	2,448 -151	-6%	-$16K	0.06%	194
2020 Q3	$285K	Buy	2,599 +49	+2%	+$5.45K	0.08%	179
2020 Q2	$270K	Hold	2,550	–	–	0.08%	187
2020 Q1	$228K	Hold	2,550	–	–	0.08%	196
2019 Q4	$254K	Hold	2,550	–	–	0.07%	213
2019 Q3	$227K	Sell	2,550 -995	-28%	-$86.3K	0.06%	224
2019 Q2	$317K	Buy	+3,545	New	+$278K	0.09%	197

Other funds holding AZN

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Patton Albertson Miller Group's AZN Position: Q1 2025 in Review

Patton Albertson Miller Group sold out of AstraZeneca (AZN) in Q1 2025, closing a stake of 1,606 shares — an estimated $210K sold.

Patton Albertson Miller Group first reported a position in AZN in Q2 2019 and held it in 12 quarters. The position peaked at $317K in Q2 2019. 1,252 funds tracked by Wall St. Rank hold AZN as of Q1 2025.

Patton Albertson Miller Group reported no remaining AstraZeneca position as of Q1 2025 after selling out during the quarter.
Patton Albertson Miller Group sold 1,606 AstraZeneca shares in Q1 2025, an estimated $210K.
Patton Albertson Miller Group first reported a position in AstraZeneca in Q2 2019 and held it in 12 quarters.
Patton Albertson Miller Group's AstraZeneca position peaked at $317K in Q2 2019.
1,252 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2025.

Based on Patton Albertson Miller Group's 13F filing for Q1 2025, filed 2 May 2025.