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User

C.T. Fitzpatrick

Vulcan Value Partners

Vulcan Value Partners AstraZeneca PLC stake

total: 273

Vulcan Value Partners AZN-OLD trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2015 Q4
Held for:
1 quarter
Latest activity:
2016 Q1
According to 2026 Q2 report, Vulcan Value Partners doesn't hold any AstraZeneca PLC (AZN-OLD) shares. To date, the estimated cost basis is nearly $33.92 for "buy" trades and estimated average "sell" price is $33.92. Vulcan Value Partners first purchased AZN-OLD in 2015 Q4, initially acquiring 6,250 shares. Since the initial investment in AstraZeneca PLC (AZN-OLD), Vulcan Value Partners has made 1 more transaction.

When did Vulcan Value Partners sell AstraZeneca PLC (AZN-OLD)?

Vulcan Value Partners sold off the entire AstraZeneca PLC (AZN-OLD) position in 2016 Q1.

When did Vulcan Value Partners buy AstraZeneca PLC (AZN-OLD)?

Vulcan Value Partners first invested in AstraZeneca PLC (AZN-OLD) in 2015 Q4 at the reported quarter-end price of $33.92 per share.

What's the cost basis of Vulcan Value Partners's AZN-OLD stake?

The estimated cost basis for AstraZeneca PLC (AZN-OLD) stake is around $33.92 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$33.92
Weighted AVG sell price:
$33.92

Vulcan Value Partners's historical trades in AstraZeneca PLC

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2016 Q1
0.00%
$33.92
-100% (-6,250)
2015 Q4
0.00%
$33.92
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.