SevenBridge Financial Group’s AstraZeneca AZN Stock Holding History

SevenBridge Financial 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	-2,192	Closed	-$319K	–	221
2024 Q4	$319K	Sell	2,192 -98	-4%	-$13.7K	0.06%	182
2024 Q3	$297K	Buy	2,290 +163	+8%	+$26.3K	0.06%	183
2024 Q2	$337K	Buy	2,127 +685	+48%	+$103K	0.07%	160
2024 Q1	$220K	Buy	+1,442	New	+$191K	0.05%	186
2019 Q3	–	Sell	-833	Closed	-$69K	–	180
2019 Q2	$69K	Hold	833	–	–	0.02%	245
2019 Q1	$67K	Hold	833	–	–	0.03%	214
2018 Q4	$63K	Hold	833	–	–	0.04%	188
2018 Q3	$66K	Hold	833	–	–	0.04%	198
2018 Q2	$58K	Hold	833	–	–	0.03%	222
2018 Q1	$58K	Hold	833	–	–	0.03%	222
2017 Q4	$58K	Hold	833	–	–	0.03%	233
2017 Q3	$56K	Sell	833 -375	-31%	-$23.7K	0.03%	236
2017 Q2	$82K	Buy	1,208 +1,035	+598%	+$67.6K	0.05%	201
2017 Q1	$10K	Buy	+173	New	+$10.1K	0.01%	430

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

SevenBridge Financial Group's AZN Position: Q1 2025 in Review

SevenBridge Financial Group sold out of AstraZeneca (AZN) in Q1 2025, closing a stake of 2,192 shares — an estimated $319K sold.

SevenBridge Financial Group first reported a position in AZN in Q1 2017 and held it in 14 quarters. The position peaked at $337K in Q2 2024. 1,251 funds tracked by Wall St. Rank hold AZN as of Q1 2025.

SevenBridge Financial Group reported no remaining AstraZeneca position as of Q1 2025 after selling out during the quarter.
SevenBridge Financial Group sold 2,192 AstraZeneca shares in Q1 2025, an estimated $319K.
SevenBridge Financial Group first reported a position in AstraZeneca in Q1 2017 and held it in 14 quarters.
SevenBridge Financial Group's AstraZeneca position peaked at $337K in Q2 2024.
1,251 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2025.

Based on SevenBridge Financial Group's 13F filing for Q1 2025, filed 13 May 2025.