Waddell & Reed Financial’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$46.3M Buy
466,006
+396,272
+568% +$39.8M 0.1% 247
2020
Q4
$6.97M Hold
69,734
– – 0.01% 425
2020
Q3
$7.64M Sell
69,734
-131
-0.2% -$14.6K 0.02% 405
2020
Q2
$7.39M Sell
69,865
-262,235
-79% -$27.1M 0.02% 399
2020
Q1
$29.7M Sell
332,100
-104,285
-24% -$9.82M 0.1% 232
2019
Q4
$43.5M Sell
436,385
-43,938
-9% -$4.14M 0.11% 218
2019
Q3
$42.8M Buy
+480,323
New +$41.6M 0.11% 214
2014
Q3
– Sell
-562,862
Closed -$41.8M – 533
2014
Q2
$41.8M Buy
+562,862
New +$40.7M 0.06% 261

Other funds holding AZN

Waddell & Reed Financial's AZN Position: Q1 2021 in Review

Waddell & Reed Financial increased its AstraZeneca (AZN) stake by 568% in Q1 2021, buying an estimated $39.8M and bringing the position to 466,006 shares worth $46.3M. The position accounts for 0.1% of the portfolio, ranked #247.

Waddell & Reed Financial first reported a position in AZN in Q2 2014 and has held it in 8 quarters since. 756 funds tracked by Wall St. Rank hold AZN as of Q1 2021.

  • Waddell & Reed Financial held 466,006 shares of AstraZeneca worth $46.3M as of Q1 2021.
  • Waddell & Reed Financial bought 396,272 AstraZeneca shares in Q1 2021, an estimated $39.8M.
  • AstraZeneca made up 0.1% of Waddell & Reed Financial's portfolio in Q1 2021, its #247 holding.
  • Waddell & Reed Financial first reported a position in AstraZeneca in Q2 2014 and has held it in 8 quarters since.
  • 756 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.