Stelac Advisory Services’s AstraZeneca AZN Stock Holding History

Stelac 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
2023 Q3	–	Sell	-4,103	Closed	-$587K	–	109
2023 Q2	$587K	Sell	4,103 -236	-5%	-$34.7K	0.26%	70
2023 Q1	$602K	Buy	+4,339	New	+$584K	0.26%	64

Other funds holding AZN

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Stelac Advisory Services's AZN Position: Q3 2023 in Review

Stelac Advisory Services sold out of AstraZeneca (AZN) in Q3 2023, closing a stake of 4,103 shares — an estimated $587K sold.

Stelac Advisory Services first reported a position in AZN in Q1 2023 and held it in 2 quarters. The position peaked at $602K in Q1 2023. 1,075 funds tracked by Wall St. Rank hold AZN as of Q3 2023.

Stelac Advisory Services reported no remaining AstraZeneca position as of Q3 2023 after selling out during the quarter.
Stelac Advisory Services sold 4,103 AstraZeneca shares in Q3 2023, an estimated $587K.
Stelac Advisory Services first reported a position in AstraZeneca in Q1 2023 and held it in 2 quarters.
Stelac Advisory Services's AstraZeneca position peaked at $602K in Q1 2023.
1,075 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2023.

Based on Stelac Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.