SBL
AZN icon

Sargent Bickham Lagudis’s AstraZeneca AZN Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$20.5K Sell
151
-43
-22% -$5.39K ﹤0.01% 603
2022
Q3 		$21K Buy
+194
New +$24.6K ﹤0.01% 559

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sargent Bickham Lagudis's AZN Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its AstraZeneca (AZN) stake by 22% in Q4 2022, selling an estimated $5.39K and leaving 151 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Sargent Bickham Lagudis first reported a position in AZN in Q3 2022 and has held it in 2 quarters since. The position peaked at $21K in Q3 2022. 1,061 funds tracked by Wall St. Rank hold AZN as of Q4 2022.

  • Sargent Bickham Lagudis held 151 shares of AstraZeneca worth $20.5K as of Q4 2022.
  • Sargent Bickham Lagudis sold 43 AstraZeneca shares in Q4 2022, an estimated $5.39K.
  • AstraZeneca made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #603 holding.
  • Sargent Bickham Lagudis first reported a position in AstraZeneca in Q3 2022 and has held it in 2 quarters since.
  • Sargent Bickham Lagudis's AstraZeneca position peaked at $21K in Q3 2022.
  • 1,061 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.