Shine Investment Advisory Services’s AstraZeneca AZN Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$59K	Hold	542	–	–	0.02%	260
2020 Q2	$57K	Sell	542 -30	-5%	-$3.1K	0.02%	260
2020 Q1	$51K	Buy	572 +15	+3%	+$1.41K	0.02%	262
2019 Q4	$55K	Sell	557 -133	-19%	-$12.5K	0.02%	296
2019 Q3	$62K	Buy	690 +32	+5%	+$2.77K	0.03%	267
2019 Q2	$54K	Buy	658 +458	+229%	+$35.9K	0.03%	283
2019 Q1	$16K	Buy	+200	New	+$15.8K	0.01%	489

Other funds holding AZN

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shine Investment Advisory Services's AZN Position: Q3 2020 in Review

Shine Investment Advisory Services held its AstraZeneca (AZN) position steady in Q3 2020 at 542 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #260.

Shine Investment Advisory Services first reported a position in AZN in Q1 2019 and has held it in 7 quarters since. The position peaked at $62K in Q3 2019. 723 funds tracked by Wall St. Rank hold AZN as of Q3 2020.

Shine Investment Advisory Services held 542 shares of AstraZeneca worth $59K as of Q3 2020.
Shine Investment Advisory Services left its AstraZeneca share count unchanged in Q3 2020.
AstraZeneca made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #260 holding.
Shine Investment Advisory Services first reported a position in AstraZeneca in Q1 2019 and has held it in 7 quarters since.
Shine Investment Advisory Services's AstraZeneca position peaked at $62K in Q3 2019.
723 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.