ZIM
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Zacks Investment Management’s AstraZeneca AZN Stock Holding History

Zacks Investment Management’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
2014
Q3 		– Sell
-3,180
Closed -$236K – 664
2014
Q2 		$236K Buy
+3,180
New +$230K 0.01% 624

Other funds holding AZN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Zacks Investment Management's AZN Position: Q3 2014 in Review

Zacks Investment Management sold out of AstraZeneca (AZN) in Q3 2014, closing a stake of 3,180 shares — an estimated $236K sold.

Zacks Investment Management first reported a position in AZN in Q2 2014 and held it in 1 quarter. The position peaked at $236K in Q2 2014. 402 funds tracked by Wall St. Rank hold AZN as of Q3 2014.

  • Zacks Investment Management reported no remaining AstraZeneca position as of Q3 2014 after selling out during the quarter.
  • Zacks Investment Management sold 3,180 AstraZeneca shares in Q3 2014, an estimated $236K.
  • Zacks Investment Management first reported a position in AstraZeneca in Q2 2014 and held it in 1 quarter.
  • Zacks Investment Management's AstraZeneca position peaked at $236K in Q2 2014.
  • 402 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2014.

Based on Zacks Investment Management's 13F filing for Q3 2014, filed 13 Nov 2014.