Security National Trust’s AstraZeneca AZN Stock Holding History

Security National Trust’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
2021 Q3	$61K	Hold	507	–	–	0.01%	247
2021 Q2	$61K	Hold	507	–	–	0.01%	256
2021 Q1	$50K	Hold	507	–	–	0.01%	267
2020 Q4	$51K	Hold	507	–	–	0.01%	259
2020 Q3	$56K	Hold	507	–	–	0.02%	244
2020 Q2	$54K	Hold	507	–	–	0.02%	246
2020 Q1	$45K	Hold	507	–	–	0.02%	251
2019 Q4	$51K	Hold	507	–	–	0.01%	257
2019 Q3	$45K	Hold	507	–	–	0.01%	257
2019 Q2	$42K	Hold	507	–	–	0.01%	260
2019 Q1	$41K	Hold	507	–	–	0.01%	259
2018 Q4	$39K	Hold	507	–	–	0.01%	252
2018 Q3	$40K	Hold	507	–	–	0.01%	270
2018 Q2	$36K	Hold	507	–	–	0.01%	281
2018 Q1	$35K	Hold	507	–	–	0.01%	276
2017 Q4	$35K	Hold	507	–	–	0.01%	275
2017 Q3	$34K	Hold	507	–	–	0.01%	280
2017 Q2	$35K	Hold	507	–	–	0.01%	297
2017 Q1	$32K	Hold	507	–	–	0.01%	301
2016 Q4	$28K	Hold	507	–	–	0.01%	311
2016 Q3	$33K	Hold	507	–	–	0.01%	306
2016 Q2	$31K	Hold	507	–	–	0.01%	302
2016 Q1	$29K	Hold	507	–	–	0.01%	304
2015 Q4	$34K	Hold	507	–	–	0.01%	291
2015 Q3	$32K	Hold	507	–	–	0.01%	301
2015 Q2	$32K	Hold	507	–	–	0.01%	309
2015 Q1	$35K	Hold	507	–	–	0.01%	311
2014 Q4	$36K	Buy	+507	New	+$36.3K	0.01%	303

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

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

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

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

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

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

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

Security National Trust's AZN Position: Q3 2021 in Review

Security National Trust held its AstraZeneca (AZN) position steady in Q3 2021 at 507 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #247.

Security National Trust first reported a position in AZN in Q4 2014 and has held it in 28 quarters since. 906 funds tracked by Wall St. Rank hold AZN as of Q3 2021.

Security National Trust held 507 shares of AstraZeneca worth $61K as of Q3 2021.
Security National Trust left its AstraZeneca share count unchanged in Q3 2021.
AstraZeneca made up 0.01% of Security National Trust's portfolio in Q3 2021, its #247 holding.
Security National Trust first reported a position in AstraZeneca in Q4 2014 and has held it in 28 quarters since.
906 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.