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United Capital Management of KS’s AstraZeneca AZN Stock Holding History

United Capital Management of KS’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
2019
Q1 		– Sell
-2,653
Closed -$202K – 105
2018
Q4 		$202K Sell
2,653
-440
-14% -$34.4K 0.19% 101
2018
Q3 		$231K Buy
+3,093
New +$234K 0.19% 101

Other funds holding AZN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

United Capital Management of KS's AZN Position: Q1 2019 in Review

United Capital Management of KS sold out of AstraZeneca (AZN) in Q1 2019, closing a stake of 2,653 shares — an estimated $202K sold.

United Capital Management of KS first reported a position in AZN in Q3 2018 and held it in 2 quarters. The position peaked at $231K in Q3 2018. 560 funds tracked by Wall St. Rank hold AZN as of Q1 2019.

  • United Capital Management of KS reported no remaining AstraZeneca position as of Q1 2019 after selling out during the quarter.
  • United Capital Management of KS sold 2,653 AstraZeneca shares in Q1 2019, an estimated $202K.
  • United Capital Management of KS first reported a position in AstraZeneca in Q3 2018 and held it in 2 quarters.
  • United Capital Management of KS's AstraZeneca position peaked at $231K in Q3 2018.
  • 560 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2019.

Based on United Capital Management of KS's 13F filing for Q1 2019, filed 1 May 2019.