AZN AstraZeneca PLC

Ownership history in Patten Group, Inc.  ·  43 quarters on record

This page tracks every 13F SEC filing in which Patten Group, Inc. reported a position in AstraZeneca PLC (AZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.38% (2020 Q1)
Avg. % of fund
0.69%
First filed
2015 Q2
Last filed
2025 Q4
Quarters held
43
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 65,406 -1,015 -1.5% 1.11% $6.0M $181.96
2025 Q3 REDUCED 66,421 -71 -0.1% 0.99% $5.1M $151.86
2025 Q2 ADDED 66,492 +14,507 +27.9% 0.98% $4.6M $137.36
2025 Q1 ADDED 51,985 +692 +1.3% 0.88% $3.8M $144.48
2024 Q4 REDUCED 51,293 -1,574 -3.0% 0.74% $3.4M $126.98
2024 Q3 REDUCED 52,867 -525 -1.0% 0.91% $4.1M $150.99
2024 Q2 ADDED 53,392 +121 +0.2% 0.98% $4.2M $150.22
2024 Q1 REDUCED 53,271 -386 -0.7% 0.89% $3.6M $130.50
2023 Q4 REDUCED 53,657 -894 -1.6% 0.98% $3.6M $127.76
2023 Q3 REDUCED 54,551 -544 -1.0% 1.10% $3.7M $128.47
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AZN price (monthly, adj. close)
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