13F

Stock

AstraZeneca PLC

AZN · held by 10 managers

Reported value

$75.9M

Holders

10

+0 new · −1 exited

Holders’ est. mark

−$6.47M

Price effect on 5 books still in the name

Largest holder

$69.8M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC1.06M$69.8M−$5.73MAdded$33.8M
ELEVATION POINT WEALTH PARTNERS, LLC44.7K$2.93M−$553.3KCut−$799.6K
Evelyn Partners Asset Management Ltd21.6K$1.41MHeld
Henshaw Capital LLC11.5K$752.1K−$142.2KCut−$142.2K
Severin Investments, LLC7.45K$487.8KHeld
Evelyn Partners Investment Management LLP4.2K$275.1KHeld
National Philanthropic Trust3.34K$219K−$41.4KCut−$41.4K
Aventura Private Wealth, LLC467$30.6KHeld
Evelyn Partners Investment Management Services Ltd190$12.4KHeld
Prestige Wealth Management Group LLC176$11.5K−$2.18KCut−$3.82K

Who left

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.