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Tri Locum Partners’s AstraZeneca AZN Stock Holding History

Tri Locum Partners’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
Q1 		– Sell
-29,394
Closed -$3.96M – 29
2023
Q4 		$3.96M Buy
29,394
+7,277
+33% +$946K 1.81% 19
2023
Q3 		$3M Buy
+22,117
New +$3.02M 0.96% 31

Other funds holding AZN

T. Rowe Price Associates
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tri Locum Partners's AZN Position: Q1 2024 in Review

Tri Locum Partners sold out of AstraZeneca (AZN) in Q1 2024, closing a stake of 29,394 shares — an estimated $3.96M sold.

Tri Locum Partners first reported a position in AZN in Q3 2023 and held it in 2 quarters. The position peaked at $3.96M in Q4 2023. 1,142 funds tracked by Wall St. Rank hold AZN as of Q1 2024.

  • Tri Locum Partners reported no remaining AstraZeneca position as of Q1 2024 after selling out during the quarter.
  • Tri Locum Partners sold 29,394 AstraZeneca shares in Q1 2024, an estimated $3.96M.
  • Tri Locum Partners first reported a position in AstraZeneca in Q3 2023 and held it in 2 quarters.
  • Tri Locum Partners's AstraZeneca position peaked at $3.96M in Q4 2023.
  • 1,142 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2024.

Based on Tri Locum Partners's 13F filing for Q1 2024, filed 15 May 2024.