WA
ALXN

Waverly Advisors’s Alexion Pharmaceuticals ALXN Stock Holding History

Waverly Advisors’s Portfolio ALXN Stock Details ALXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,891
Closed -$229K – 225
2017
Q1 		$229K Buy
+1,891
New +$244K 0.06% 191
2015
Q4 		– Sell
-65
Closed -$10K – 418
2015
Q3 		$10K Sell
65
-1
-2% -$182 0.01% 348
2015
Q2 		$12K Buy
+66
New +$11.4K 0.01% 260
2014
Q4 		– Sell
-612
Closed -$101K – 715
2014
Q3 		$101K Hold
612
– – 0.05% 137
2014
Q2 		$96K Buy
612
+11
+2% +$1.74K 0.04% 154
2014
Q1 		$91K Buy
601
+59
+11% +$9.38K 0.04% 156
2013
Q4 		$72K Buy
+542
New +$65K 0.03% 281

Other funds holding ALXN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return