WIM
ALXN

Waverton Investment Management’s Alexion Pharmaceuticals ALXN Stock Holding History

Waverton Investment Management’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
2013
Q4 		– Sell
-13,760
Closed -$1.6M – 188
2013
Q3 		$1.6M Buy
+13,760
New +$1.51M 0.09% 158

Other funds holding ALXN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Waverton Investment Management's ALXN Position: Q4 2013 in Review

Waverton Investment Management sold out of Alexion Pharmaceuticals (ALXN) in Q4 2013, closing a stake of 13,760 shares — an estimated $1.6M sold.

Waverton Investment Management first reported a position in ALXN in Q3 2013 and held it in 1 quarter. The position peaked at $1.6M in Q3 2013. 463 funds tracked by Wall St. Rank hold ALXN as of Q4 2013.

  • Waverton Investment Management reported no remaining Alexion Pharmaceuticals position as of Q4 2013 after selling out during the quarter.
  • Waverton Investment Management sold 13,760 Alexion Pharmaceuticals shares in Q4 2013, an estimated $1.6M.
  • Waverton Investment Management first reported a position in Alexion Pharmaceuticals in Q3 2013 and held it in 1 quarter.
  • Waverton Investment Management's Alexion Pharmaceuticals position peaked at $1.6M in Q3 2013.
  • 463 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q4 2013.

Based on Waverton Investment Management's 13F filing for Q4 2013, filed 21 Jan 2014.