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Calvert Investment Management’s Amazon AMZN Stock Holding History

Calvert Investment Management’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
2017
Q1 		– Sell
-447,840
Closed -$16.8M – 43
2016
Q4 		$16.8M Sell
447,840
-38,320
-8% -$1.5M 0.63% 34
2016
Q3 		$20.4M Buy
486,160
+28,240
+6% +$1.08M 0.75% 22
2016
Q2 		$16.4M Buy
457,920
+100
+0% +$3.38K 0.66% 35
2016
Q1 		$13.6M Buy
457,820
+300
+0.1% +$8.51K 0.6% 40
2015
Q4 		$15.5M Buy
457,520
+128,540
+39% +$4.05M 0.71% 38
2015
Q3 		$8.42M Buy
328,980
+24,020
+8% +$607K 0.42% 64
2015
Q2 		$6.62M Sell
304,960
-34,240
-10% -$716K 0.29% 86
2015
Q1 		$6.31M Buy
339,200
+36,380
+12% +$640K 0.41% 83
2014
Q4 		$4.7M Buy
302,820
+24,240
+9% +$378K 0.32% 96
2014
Q3 		$4.49M Buy
278,580
+207,980
+295% +$3.46M 0.33% 96
2014
Q2 		$1.15M Sell
70,600
-1,160
-2% -$18.4K 0.08% 160
2014
Q1 		$1.21M Sell
71,760
-840
-1% -$15.6K 0.09% 159
2013
Q4 		$1.45M Buy
72,600
+1,360
+2% +$24.5K 0.11% 143
2013
Q3 		$1.11M Sell
71,240
-1,780
-2% -$26.5K 0.14% 146
2013
Q2 		$1.01M Buy
+73,020
New +$973K 0.14% 145

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Calvert Investment Management's AMZN Position: Q1 2017 in Review

Calvert Investment Management sold out of Amazon (AMZN) in Q1 2017, closing a stake of 447,840 shares — an estimated $16.8M sold.

Calvert Investment Management first reported a position in AMZN in Q2 2013 and held it in 15 quarters. The position peaked at $20.4M in Q3 2016. 1,857 funds tracked by Wall St. Rank hold AMZN as of Q1 2017.

  • Calvert Investment Management reported no remaining Amazon position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 447,840 Amazon shares in Q1 2017, an estimated $16.8M.
  • Calvert Investment Management first reported a position in Amazon in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's Amazon position peaked at $20.4M in Q3 2016.
  • 1,857 funds tracked by Wall St. Rank held Amazon as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.