Sugarloaf Wealth Management’s AstraZeneca AZN Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$74.6K	Sell	569 -41	-7%	-$5.74K	0.01%	253
2024 Q3	$95.1K	Buy	610 +41	+7%	+$6.62K	0.02%	240
2024 Q2	$88.8K	Hold	569	–	–	0.02%	238
2024 Q1	$77.1K	Hold	569	–	–	0.02%	249
2023 Q4	$76.6K	Sell	569 -62	-10%	-$8.06K	0.02%	238
2023 Q3	$85.5K	Hold	631	–	–	0.02%	224
2023 Q2	$90.3K	Sell	631 -52	-8%	-$7.65K	0.02%	213
2023 Q1	$94.8K	Buy	683 +1	+0.1%	+$135	0.02%	203
2022 Q4	$92.5K	Buy	682 +52	+8%	+$6.52K	0.02%	205
2022 Q3	$70K	Hold	630	–	–	0.02%	243
2022 Q2	$83K	Buy	630 +36	+6%	+$4.72K	0.02%	214
2022 Q1	$79K	Buy	594 +1	+0.2%	+$120	0.02%	222
2021 Q4	$69K	Hold	593	–	–	0.02%	245
2021 Q3	$71K	Buy	593 +26	+5%	+$3.03K	0.02%	226
2021 Q2	$68K	Hold	567	–	–	0.02%	235
2021 Q1	$56	Sell	567 -9	-2%	-$905	0.02%	257
2020 Q4	$58K	Sell	576 -321	-36%	-$34K	0.02%	237
2020 Q3	$98K	Sell	897 -216	-19%	-$24K	0.04%	161
2020 Q2	$118K	Buy	1,113 +12	+1%	+$1.24K	0.05%	147
2020 Q1	$98K	Hold	1,101	–	–	0.04%	157
2019 Q4	$110K	Buy	+1,101	New	+$104K	0.05%	167

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

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

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

Sugarloaf Wealth Management's AZN Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its AstraZeneca (AZN) stake by 6.7% in Q4 2024, selling an estimated $5.74K and leaving 569 shares worth $74.6K. The position accounts for 0.01% of the portfolio, ranked #253.

Sugarloaf Wealth Management first reported a position in AZN in Q4 2019 and has held it in 21 quarters since. The position peaked at $118K in Q2 2020. 1,218 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

Sugarloaf Wealth Management held 569 shares of AstraZeneca worth $74.6K as of Q4 2024.
Sugarloaf Wealth Management sold 41 AstraZeneca shares in Q4 2024, an estimated $5.74K.
AstraZeneca made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #253 holding.
Sugarloaf Wealth Management first reported a position in AstraZeneca in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's AstraZeneca position peaked at $118K in Q2 2020.
1,218 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.