SDAM
AZN icon

Shulman DeMeo Asset Management’s AstraZeneca AZN Stock Holding History

Shulman DeMeo Asset Management’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
Q2 		– Sell
-4,479
Closed -$445K – 70
2021
Q1 		$445K Buy
4,479
+1
+0% +$101 0.12% 81
2020
Q4 		$448K Sell
4,478
-179
-4% -$19K 0.13% 78
2020
Q3 		$510K Buy
4,657
+2
+0% +$222 0.17% 58
2020
Q2 		$492K Hold
4,655
– – 0.19% 54
2020
Q1 		$416K Sell
4,655
-884
-16% -$83.2K 0.19% 52
2019
Q4 		$552K Sell
5,539
-10
-0.2% -$941 0.19% 57
2019
Q3 		$495K Buy
5,549
+1,489
+37% +$129K 0.17% 63
2019
Q2 		$335K Buy
4,060
+798
+24% +$62.6K 0.12% 84
2019
Q1 		$264K Buy
+3,262
New +$257K 0.1% 98

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return