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AstraZeneca PLC

AZN-OLD

AstraZeneca PLC

AstraZeneca PLC historical holders

total: 7

Sanders Capital AstraZeneca PLC transactions over time

Total transactions:
11
New positions:
1
Sold out:
1
Added:
6
Reduced:
3
Held since:
2023 Q3
Held for:
10 quarters
Latest activity:
2026 Q1
Lewis Sanders has been an institutional investor in AstraZeneca PLC (AZN-OLD) since 2023 Q3. According to 2026 Q2 report, Lewis Sanders doesn't hold any shares. The fund/company first acquired AZN-OLD in 2023 Q3, initially purchasing about 10.56M shares. Since the initial investment, Sanders Capital has made 10 more transactions in this position.

When did Lewis Sanders exit their AZN-OLD position?

Lewis Sanders no longer holds AstraZeneca PLC (AZN-OLD). They sold off their entire position in 2026 Q1, closing out an investment that began in 2023 Q3.

When did Lewis Sanders first invest in AZN-OLD?

Lewis Sanders first invested in AstraZeneca PLC (AZN-OLD) in 2023 Q3 at the reported quarter-end price of $67.72 per share, acquiring 10,561,101 shares in their initial purchase.

What is Lewis Sanders's average cost basis for AZN-OLD?

Based on historical transaction data, Lewis Sanders's estimated cost basis for AstraZeneca PLC (AZN-OLD) is approximately $67.82 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$67.82
Weighted AVG sell price:
$90.54

AZN-OLD transactions history by Sanders Capital

11 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
0.00%
0
$91.93
-100% (-14,139,408)
-1.5%
2025 Q4
1.50%
14,139,408
$91.93
$1,299,835,777
+0.57% (+80,726)
+0.01%
2025 Q3
1.33%
14,058,682
$76.72
$1,078,582,083
-3.22% (-468,180)
-0.05%
2025 Q2
1.36%
14,526,862
$69.88
$1,015,137,117
-3.60% (-542,124)
-0.06%
2025 Q1
1.66%
15,068,986
$73.50
$1,107,570,471
-0.78% (-117,706)
-0.01%
2024 Q4
1.45%
15,186,692
$65.52
$995,032,060
+1.42% (+212,301)
+0.02%
2024 Q3
1.69%
14,974,391
$77.91
$1,166,654,803
+0.20% (+29,149)
+0%
2024 Q2
1.79%
14,945,242
$77.99
$1,165,579,424
+0.85% (+126,259)
+0.02%
2024 Q1
1.68%
14,818,983
$67.75
$1,003,986,098
+0.92% (+134,917)
+0.02%
2023 Q4
1.83%
14,684,066
$67.35
$988,971,845
+39.04% (+4,122,965)
+0.51%
2023 Q3
1.51%
$67.72
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.