Wintrust Investments’s AstraZeneca AZN Stock Holding History

Wintrust Investments’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
2024 Q4	–	Sell	-177	Closed	-$27K	–	420
2024 Q3	$27K	Sell	177 -1,518	-90%	-$245K	0.02%	423
2024 Q2	$264K	Hold	1,695	–	–	0.02%	401
2024 Q1	$230K	Buy	1,695 +9	+0.5%	+$1.19K	0.02%	425
2023 Q4	$227K	Buy	1,686 +20	+1%	+$2.6K	0.02%	397
2023 Q3	$226K	Sell	1,666 -628	-27%	-$85.8K	0.02%	369
2023 Q2	$328K	Sell	2,294 -1,070	-32%	-$157K	0.03%	323
2023 Q1	$467K	Hold	3,364	–	–	0.06%	216
2022 Q4	$456K	Hold	3,364	–	–	0.06%	228
2022 Q3	$369K	Hold	3,364	–	–	0.05%	268
2022 Q2	$445K	Sell	3,364 -2	-0.1%	-$262	0.05%	243
2022 Q1	$447K	Sell	3,366 -927	-22%	-$111K	0.04%	264
2021 Q4	$500K	Buy	+4,293	New	+$505K	0.05%	262
2021 Q3	–	Sell	-3,177	Closed	-$381K	–	278
2021 Q2	$381K	Buy	+3,177	New	+$349K	0.04%	295

Other funds holding AZN

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Wintrust Investments's AZN Position: Q4 2024 in Review

Wintrust Investments sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 177 shares — an estimated $27K sold.

Wintrust Investments first reported a position in AZN in Q2 2021 and held it in 13 quarters. The position peaked at $500K in Q4 2021. 1,219 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

Wintrust Investments reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
Wintrust Investments sold 177 AstraZeneca shares in Q4 2024, an estimated $27K.
Wintrust Investments first reported a position in AstraZeneca in Q2 2021 and held it in 13 quarters.
Wintrust Investments's AstraZeneca position peaked at $500K in Q4 2021.
1,219 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.