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AstraZeneca PLC

AZN-OLD

AstraZeneca PLC

AstraZeneca PLC historical holders

total: 6

Vulcan Value Partners AstraZeneca PLC transactions over time

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2015 Q4
Held for:
1 quarter
Latest activity:
2016 Q1
Vulcan Value Partners has been an institutional investor in AstraZeneca PLC (AZN-OLD) since 2015 Q4. According to 2026 Q1 report, Vulcan Value Partners doesn't hold any shares. The fund/company first acquired AZN-OLD in 2015 Q4, initially purchasing 6,250 shares. Since the initial investment, Vulcan Value Partners has made 1 more transaction in this position.

When did Vulcan Value Partners exit their AZN-OLD position?

Vulcan Value Partners no longer holds AstraZeneca PLC (AZN-OLD). They sold off their entire position in 2016 Q1, closing out an investment that began in 2015 Q4.

When did Vulcan Value Partners first invest in 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, acquiring 6,250 shares in their initial purchase.

What is Vulcan Value Partners's average cost basis for AZN-OLD?

Based on historical transaction data, Vulcan Value Partners's estimated cost basis for AstraZeneca PLC (AZN-OLD) is approximately $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

AZN-OLD transactions history by Vulcan Value Partners

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.