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Swaine & Leidel Wealth Services’s AstraZeneca AZN Stock Holding History

Swaine & Leidel Wealth 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
2021
Q3 		$4.56M Buy
+37,940
New +$4.42M 4.02% 3
2020
Q3 		– Sell
-9,468
Closed -$206K – 53
2020
Q2 		$206K Buy
+9,468
New +$978K 0.21% 48

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Swaine & Leidel Wealth Services's AZN Position: Q3 2021 in Review

Swaine & Leidel Wealth Services opened a new position in AstraZeneca (AZN) in Q3 2021: 37,940 shares worth $4.56M. The stake represents 4.02% of the portfolio and ranks #3 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in AZN as recently as Q2 2020.

Swaine & Leidel Wealth Services first reported a position in AZN in Q2 2020 and has held it in 2 quarters since. 905 funds tracked by Wall St. Rank hold AZN as of Q3 2021.

  • Swaine & Leidel Wealth Services held 37,940 shares of AstraZeneca worth $4.56M as of Q3 2021.
  • AstraZeneca was a new Swaine & Leidel Wealth Services position in Q3 2021.
  • AstraZeneca made up 4.02% of Swaine & Leidel Wealth Services's portfolio in Q3 2021, its #3 holding.
  • Swaine & Leidel Wealth Services first reported a position in AstraZeneca in Q2 2020 and has held it in 2 quarters since.
  • 905 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q3 2021, filed 8 Nov 2021.