Joel Greenblatt's AZN Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 2,737 shares of AstraZeneca PLC (AZN) worth $209,983, representing 0.00% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in AZN, representing a significant commitment to this investment thesis. Largest reduction occurred in Q3 2025, reducing 188,299 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +191,036 | New Buy | 191,036 | $32.44 |
| Q2 2014 | -191,036 | Sold Out | 191,036 | $0.00 |
| Q3 2025 | +2,737 | New Buy | 2,737 | $76.72 |
Joel Greenblatt's AstraZeneca PLC Investment FAQs
Joel Greenblatt first purchased AstraZeneca PLC (AZN) in Q1 2014, acquiring 191,036 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 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to AstraZeneca PLC (AZN) was in Q1 2014, adding 191,036 shares worth $6.2 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 2,737 shares of AstraZeneca PLC (AZN), valued at approximately $209,983. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, AstraZeneca PLC (AZN) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in AstraZeneca PLC (AZN) was 191,036 shares, as reported at the end of Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.