ZIG
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Zullo Investment Group’s AstraZeneca AZN Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-190
Closed -$25.7K – 175
2022
Q4 		$25.7K Hold
190
– – 0.02% 360
2022
Q3 		$21K Sell
190
-50
-21% -$6.34K 0.01% 383
2022
Q2 		$32K Hold
240
– – 0.02% 332
2022
Q1 		$32K Hold
240
– – 0.02% 356
2021
Q4 		$28K Buy
+240
New +$28.2K 0.01% 377

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Zullo Investment Group's AZN Position: Q1 2023 in Review

Zullo Investment Group sold out of AstraZeneca (AZN) in Q1 2023, closing a stake of 190 shares — an estimated $25.7K sold.

Zullo Investment Group first reported a position in AZN in Q4 2021 and held it in 5 quarters. The position peaked at $32K in Q2 2022. 1,054 funds tracked by Wall St. Rank hold AZN as of Q1 2023.

  • Zullo Investment Group reported no remaining AstraZeneca position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 190 AstraZeneca shares in Q1 2023, an estimated $25.7K.
  • Zullo Investment Group first reported a position in AstraZeneca in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's AstraZeneca position peaked at $32K in Q2 2022.
  • 1,054 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.