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Carmichael Hill & Associates’s Amazon AMZN Stock Holding History

Carmichael Hill & Associates’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
2024
Q3 		$2.41M Buy
12,951
+341
+3% +$62.2K 0.86% 28
2024
Q2 		$2.44M Sell
12,610
-3,684
-23% -$677K 0.96% 26
2024
Q1 		$2.94M Sell
16,294
-1,275
-7% -$213K 1.16% 21
2023
Q4 		$2.67M Sell
17,569
-121
-0.7% -$17K 1.11% 22
2023
Q3 		$2.25M Hold
17,690
– – 1.03% 24
2023
Q2 		$2.31M Buy
17,690
+2,002
+13% +$229K 1.03% 23
2023
Q1 		$1.62M Sell
15,688
-382
-2% -$36.9K 0.78% 29
2022
Q4 		$1.35M Sell
16,070
-1,045
-6% -$103K 0.69% 31
2022
Q3 		$1.93M Buy
17,115
+105
+0.6% +$13.3K 1.04% 23
2022
Q2 		$1.81M Buy
17,010
+390
+2% +$48.8K 0.95% 24
2022
Q1 		$2.71M Buy
16,620
+400
+2% +$61.8K 1.25% 14
2021
Q4 		$2.7M Sell
16,220
-140
-0.9% -$24K 1.21% 17
2021
Q3 		$2.69M Buy
16,360
+260
+2% +$44.8K 1.33% 15
2021
Q2 		$2.77M Hold
16,100
– – 1.41% 13
2021
Q1 		$2.49M Buy
16,100
+100
+0.6% +$15.9K 1.37% 15
2020
Q4 		$2.61M Buy
16,000
+380
+2% +$60.6K 1.53% 10
2020
Q3 		$2.46M Buy
15,620
+200
+1% +$31.5K 1.64% 9
2020
Q2 		$2.13M Buy
15,420
+160
+1% +$19.3K 1.56% 9
2020
Q1 		$1.49M Buy
15,260
+180
+1% +$17.4K 1.3% 18
2019
Q4 		$1.39M Buy
15,080
+3,100
+26% +$274K 0.99% 24
2019
Q3 		$1.04M Sell
11,980
-1,420
-11% -$132K 1.03% 28
2019
Q2 		$1.27M Buy
13,400
+500
+4% +$46.6K 1.26% 25
2019
Q1 		$1.15M Sell
12,900
-1,260
-9% -$105K 1.19% 25
2018
Q4 		$1.06M Buy
14,160
+1,420
+11% +$118K 1.21% 24
2018
Q3 		$1.28M Buy
12,740
+580
+5% +$54.5K 1.23% 25
2018
Q2 		$1.03M Buy
12,160
+340
+3% +$27K 1.11% 26
2018
Q1 		$855K Buy
11,820
+840
+8% +$60.1K 0.93% 31
2017
Q4 		$642K Buy
+10,980
New +$604K 0.7% 41

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Carmichael Hill & Associates's AMZN Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Amazon (AMZN) stake by 2.7% in Q3 2024, buying an estimated $62.2K and bringing the position to 12,951 shares worth $2.41M. The position accounts for 0.86% of the portfolio, ranked #28.

Carmichael Hill & Associates first reported a position in AMZN in Q4 2017 and has held it in 28 quarters since. The position peaked at $2.94M in Q1 2024. 4,915 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • Carmichael Hill & Associates held 12,951 shares of Amazon worth $2.41M as of Q3 2024.
  • Carmichael Hill & Associates bought 341 Amazon shares in Q3 2024, an estimated $62.2K.
  • Amazon made up 0.86% of Carmichael Hill & Associates's portfolio in Q3 2024, its #28 holding.
  • Carmichael Hill & Associates first reported a position in Amazon in Q4 2017 and has held it in 28 quarters since.
  • Carmichael Hill & Associates's Amazon position peaked at $2.94M in Q1 2024.
  • 4,915 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.