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	–	Hold	0	–	–	–	113
2024 Q2	–	Hold	0	–	–	–	108
2024 Q1	–	Hold	0	–	–	–	40
2023 Q4	–	Hold	0	–	–	–	29
2023 Q3	–	Hold	0	–	–	–	29
2023 Q2	–	Hold	0	–	–	–	28
2023 Q1	–	Hold	0	–	–	–	34
2022 Q4	–	Hold	0	–	–	–	14
2022 Q3	–	Hold	0	–	–	–	11
2022 Q2	–	Sell	-16,000	Closed	-$2M	–	13
2022 Q1	$2.61M	Sell	16,000 -2,000	-11%	-$309K	1.2%	17
2021 Q4	$3M	Hold	18,000	–	–	1.35%	13
2021 Q3	$2.96M	Buy	18,000 +4,000	+29%	+$690K	1.47%	12
2021 Q2	$2.41M	Buy	14,000 +4,000	+40%	+$665K	1.22%	18
2021 Q1	$1.55M	Buy	10,000 +4,000	+67%	+$634K	0.85%	25
2020 Q4	$977K	Sell	6,000 -2,000	-25%	-$319K	0.58%	40
2020 Q3	$1.26M	Hold	8,000	–	–	0.84%	27
2020 Q2	$1.1M	Hold	8,000	–	–	0.81%	30
2020 Q1	$780K	Sell	8,000 -2,000	-20%	-$194K	0.68%	35
2019 Q4	$924K	Buy	+10,000	New	+$885K	0.66%	40
2019 Q1	–	Sell	-160	Closed	-$369K	–	109
2018 Q4	$369K	Hold	160	–	–	0.42%	68
2018 Q3	$751K	Hold	160	–	–	0.73%	42
2018 Q2	$530K	Hold	160	–	–	0.57%	56
2018 Q1	$365K	Buy	+160	New	+$11.4K	0.4%	73

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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.