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Applied Research Investments’s Amazon AMZN Stock Holding History

Applied Research Investments’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$213K Sell
1,887
-5,680
-75% -$718K 4.3% 10
2022
Q2 		$804K Sell
7,567
-1,713
-18% -$214K 3.55% 13
2022
Q1 		$1.51M Sell
9,280
-33,300
-78% -$5.15M 4.52% 6
2021
Q4 		$7.1M Buy
42,580
+3,040
+8% +$520K 2.34% 17
2021
Q3 		$6.5M Sell
39,540
-3,500
-8% -$604K 2.16% 16
2021
Q2 		$7.4M Hold
43,040
– – 2.64% 9
2021
Q1 		$6.66M Buy
43,040
+2,060
+5% +$327K 2.43% 8
2020
Q4 		$6.67M Buy
40,980
+8,420
+26% +$1.34M 2.84% 8
2020
Q3 		$5.13M Buy
32,560
+12,240
+60% +$1.93M 2.89% 8
2020
Q2 		$2.8M Buy
+20,320
New +$2.45M 2.45% 15

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Applied Research Investments's AMZN Position: Q3 2022 in Review

Applied Research Investments reduced its Amazon (AMZN) stake by 75% in Q3 2022, selling an estimated $718K and leaving 1,887 shares worth $213K. The position accounts for 4.3% of the portfolio, ranked #10.

Applied Research Investments first reported a position in AMZN in Q2 2020 and has held it in 10 quarters since. The position peaked at $7.4M in Q2 2021. 4,074 funds tracked by Wall St. Rank hold AMZN as of Q3 2022.

  • Applied Research Investments held 1,887 shares of Amazon worth $213K as of Q3 2022.
  • Applied Research Investments sold 5,680 Amazon shares in Q3 2022, an estimated $718K.
  • Amazon made up 4.3% of Applied Research Investments's portfolio in Q3 2022, its #10 holding.
  • Applied Research Investments first reported a position in Amazon in Q2 2020 and has held it in 10 quarters since.
  • Applied Research Investments's Amazon position peaked at $7.4M in Q2 2021.
  • 4,074 funds tracked by Wall St. Rank held Amazon as of Q3 2022.

Based on Applied Research Investments's 13F filing for Q3 2022, filed 14 Nov 2022.