Joel Greenblatt's AZN Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 2,084 shares of AstraZeneca PLC (AZN) worth $383,256, representing 0.00% of the portfolio. First purchased in 2014-Q1, this short-term holding has been held for 4 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in AZN for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 1,368 shares. Largest reduction occurred in Q2 2014, reducing 95,518 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's AstraZeneca PLC (AZN) Holding Value Over Time
Track share changes against reported price movement
Quarterly AstraZeneca PLC (AZN) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +716 | Add 52.34% | 2,084 | $183.90 |
| Q3 2025 | +1,368 | New Buy | 1,368 | $153.50 |
| Q2 2014 | -95,518 | Sold Out | 0 | $0.00 |
| Q1 2014 | +95,518 | New Buy | 95,518 | $64.88 |
Joel Greenblatt's AstraZeneca PLC Investment FAQs
Joel Greenblatt first purchased AstraZeneca PLC (AZN) in Q1 2014, acquiring 95,518 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held AstraZeneca PLC (AZN) for 4 quarters since Q1 2014.
Joel Greenblatt's largest addition to AstraZeneca PLC (AZN) was in Q1 2014, adding 95,518 shares worth $6.2 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 2,084 shares of AstraZeneca PLC (AZN), valued at approximately $383,256.
As of the Q4 2025 filing, AstraZeneca PLC (AZN) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in AstraZeneca PLC (AZN) was 95,518 shares, as reported at the end of Q1 2014.