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	–	–	0.03%	245
2019 Q1	$67K	Hold	833	–	–	0.04%	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

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Primecap Management

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Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return