Stevard LLC’s AstraZeneca AZN Stock Holding History

Stevard LLC’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
2024 Q4	$301K	Hold	2,295	–	–	1.12%	20
2024 Q3	$358K	Sell	2,295 -1,329	-37%	-$215K	1.46%	17
2024 Q2	$565K	Hold	3,624	–	–	0.49%	32
2024 Q1	$491K	Hold	3,624	–	–	0.44%	33
2023 Q4	$488K	Hold	3,624	–	–	0.48%	31
2023 Q3	$491K	Hold	3,624	–	–	0.5%	27
2023 Q2	$519K	Hold	3,624	–	–	0.49%	27
2023 Q1	$503K	Hold	3,624	–	–	0.47%	28
2022 Q4	$491K	Hold	3,624	–	–	0.42%	30
2022 Q3	$397K	Buy	+3,624	New	+$460K	0.37%	37
2022 Q1	$481K	Hold	3,624	–	–	0.37%	36
2021 Q4	$422K	Hold	3,624	–	–	0.3%	39
2021 Q3	$435K	Hold	3,624	–	–	0.34%	37
2021 Q2	$434K	Hold	3,624	–	–	0.33%	39
2021 Q1	$360K	Sell	3,624 -2,160	-37%	-$217K	0.3%	39
2020 Q4	$578K	Hold	5,784	–	–	0.2%	42
2020 Q3	$634K	Hold	5,784	–	–	0.26%	56
2020 Q2	$612K	Buy	5,784 +1,994	+53%	+$206K	0.31%	47
2020 Q1	$338K	Hold	3,790	–	–	0.22%	39
2019 Q4	$378K	Buy	+3,790	New	+$357K	0.24%	41

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Capital International Investors

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Wellington Management Group

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Bank of America

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

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

Jennison Associates

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

Sanders Capital

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