Winslow Evans & Crocker’s AstraZeneca AZN Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$50K	Sell	500 -6	-1%	-$636	0.01%	597
2020 Q3	$55K	Buy	506 +24	+5%	+$2.67K	0.01%	447
2020 Q2	$51K	Hold	482	–	–	0.01%	459
2020 Q1	$46K	Sell	482 -11	-2%	-$1.04K	0.02%	437
2019 Q4	$52K	Hold	493	–	–	0.01%	495
2019 Q3	$46K	Sell	493 -32	-6%	-$2.77K	0.01%	508
2019 Q2	$44K	Buy	525 +194	+59%	+$15.2K	0.01%	535
2019 Q1	$28K	Buy	331 +20	+6%	+$1.58K	0.01%	595
2018 Q4	$26K	Hold	311	–	–	0.01%	579
2018 Q3	$26K	Hold	311	–	–	0.01%	606
2018 Q2	$24K	Hold	311	–	–	0.01%	633
2018 Q1	$21.8K	Hold	311	–	–	0.01%	632
2017 Q4	$21.6K	Hold	311	–	–	0.01%	642
2017 Q3	$21.1K	Hold	311	–	–	0.01%	643
2017 Q2	$21.2K	Hold	311	–	–	0.01%	734
2017 Q1	$19.4K	Buy	311 +100	+47%	+$5.82K	0.01%	741
2016 Q4	$11.5K	Hold	211	–	–	﹤0.01%	847
2016 Q3	$13.9K	Hold	211	–	–	﹤0.01%	824
2016 Q2	$12.7K	Hold	211	–	–	﹤0.01%	815
2016 Q1	$11.9K	Sell	211 -300	-59%	-$18K	﹤0.01%	838
2015 Q4	$34.7K	Hold	511	–	–	0.01%	604
2015 Q3	$32.5K	Sell	511 -1	-0.2%	-$66	0.01%	592
2015 Q2	$32.6K	Sell	512 -58	-10%	-$3.97K	0.01%	644
2015 Q1	$38.9K	Hold	570	–	–	0.01%	594
2014 Q4	$40K	Buy	570 +58	+11%	+$4.15K	0.01%	580
2014 Q3	$36.5K	Sell	512 -258	-34%	-$18.9K	0.01%	622
2014 Q2	$57.2K	Hold	770	–	–	0.02%	470
2014 Q1	$50K	Buy	770 +91	+13%	+$5.88K	0.02%	489
2013 Q4	$40K	Buy	+679	New	+$36.9K	0.01%	546

Other funds holding AZN

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Winslow Evans & Crocker's AZN Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its AstraZeneca (AZN) stake by 1.2% in Q4 2020, selling an estimated $636 and leaving 500 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #597.

Winslow Evans & Crocker first reported a position in AZN in Q4 2013 and has held it in 29 quarters since. The position peaked at $57.2K in Q2 2014. 787 funds tracked by Wall St. Rank hold AZN as of Q4 2020.

Winslow Evans & Crocker held 500 shares of AstraZeneca worth $50K as of Q4 2020.
Winslow Evans & Crocker sold 6 AstraZeneca shares in Q4 2020, an estimated $636.
AstraZeneca made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #597 holding.
Winslow Evans & Crocker first reported a position in AstraZeneca in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's AstraZeneca position peaked at $57.2K in Q2 2014.
787 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.