Whitney & Co’s AstraZeneca AZN Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-251	Closed	-$20K	–	140
2018 Q3	$20K	Buy	+251	New	+$19K	﹤0.01%	243

Other funds holding AZN

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Whitney & Co's AZN Position: Q4 2018 in Review

Whitney & Co sold out of AstraZeneca (AZN) in Q4 2018, closing a stake of 251 shares — an estimated $20K sold.

Whitney & Co first reported a position in AZN in Q3 2018 and held it in 1 quarter. The position peaked at $20K in Q3 2018. 556 funds tracked by Wall St. Rank hold AZN as of Q4 2018.

Whitney & Co reported no remaining AstraZeneca position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 251 AstraZeneca shares in Q4 2018, an estimated $20K.
Whitney & Co first reported a position in AstraZeneca in Q3 2018 and held it in 1 quarter.
Whitney & Co's AstraZeneca position peaked at $20K in Q3 2018.
556 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.