Duff & Phelps Investment Management’s Amazon AMZN Stock Holding History

Duff & Phelps 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
2024 Q3	–	Sell	-20,973	Closed	-$4.05M	–	164
2024 Q2	$4.05M	Sell	20,973 -52,886	-72%	-$9.72M	0.05%	127
2024 Q1	$13.3M	Sell	73,859 -6,744	-8%	-$1.13M	0.16%	113
2023 Q4	$12.2M	Sell	80,603 -5,300	-6%	-$743K	0.15%	110
2023 Q3	$10.9M	Buy	85,903 +698	+0.8%	+$93.5K	0.14%	117
2023 Q2	$11.1M	Buy	85,205 +9,780	+13%	+$1.12M	0.14%	116
2023 Q1	$7.79M	Hold	75,425	–	–	0.09%	129
2022 Q4	$6.34M	Hold	75,425	–	–	0.08%	135
2022 Q3	$8.52M	Buy	75,425 +2,125	+3%	+$269K	0.11%	128
2022 Q2	$7.79M	Buy	73,300 +2,700	+4%	+$338K	0.1%	108
2022 Q1	$11.5M	Buy	70,600 +840	+1%	+$130K	0.13%	105
2021 Q4	$11.6M	Buy	69,760 +12,540	+22%	+$2.15M	0.14%	104
2021 Q3	$9.4M	Sell	57,220 -680	-1%	-$117K	0.12%	105
2021 Q2	$9.96M	Sell	57,900 -8,100	-12%	-$1.35M	0.13%	106
2021 Q1	$10.2M	Buy	66,000 +1,000	+2%	+$159K	0.14%	105
2020 Q4	$10.6M	Buy	65,000 +800	+1%	+$128K	0.15%	105
2020 Q3	$10.1M	Sell	64,200 -5,500	-8%	-$867K	0.16%	102
2020 Q2	$9.61M	Sell	69,700 -5,000	-7%	-$604K	0.15%	101
2020 Q1	$7.28M	Sell	74,700 -14,000	-16%	-$1.36M	0.13%	102
2019 Q4	$8.2M	Hold	88,700	–	–	0.11%	113
2019 Q3	$7.7M	Buy	88,700 +7,800	+10%	+$723K	0.1%	113
2019 Q2	$7.66M	Sell	80,900 -2,000	-2%	-$186K	0.11%	114
2019 Q1	$7.38M	Sell	82,900 -2,000	-2%	-$166K	0.11%	112
2018 Q4	$6.38M	Buy	84,900 +8,000	+10%	+$665K	0.11%	113
2018 Q3	$7.7M	Sell	76,900 -7,700	-9%	-$724K	0.12%	119
2018 Q2	$7.19M	Sell	84,600 -2,400	-3%	-$190K	0.11%	127
2018 Q1	$6.3M	Hold	87,000	–	–	0.1%	135
2017 Q4	$5.09M	Sell	87,000 -2,200	-2%	-$121K	0.07%	148
2017 Q3	$4.29M	Sell	89,200 -100	-0.1%	-$4.91K	0.06%	156
2017 Q2	$4.32M	Sell	89,300 -5,600	-6%	-$267K	0.06%	152
2017 Q1	$4.21M	Sell	94,900 -1,200	-1%	-$50K	0.06%	157
2016 Q4	$3.6M	Sell	96,100 -2,400	-2%	-$94K	0.05%	160
2016 Q3	$4.12M	Sell	98,500 -400	-0.4%	-$15.3K	0.06%	142
2016 Q2	$3.54M	Sell	98,900 -2,900	-3%	-$98.1K	0.05%	137
2016 Q1	$3.02M	Sell	101,800 -25,200	-20%	-$715K	0.05%	135
2015 Q4	$4.29M	Sell	127,000 -5,600	-4%	-$177K	0.07%	132
2015 Q3	$3.39M	Sell	132,600 -4,400	-3%	-$111K	0.05%	137
2015 Q2	$2.97M	Hold	137,000	–	–	0.05%	148
2015 Q1	$2.55M	Sell	137,000 -6,100	-4%	-$107K	0.04%	155
2014 Q4	$2.22M	Sell	143,100 -7,800	-5%	-$122K	0.03%	165
2014 Q3	$2.43M	Sell	150,900 -4,400	-3%	-$73.2K	0.03%	160
2014 Q2	$2.52M	Buy	155,300 +2,900	+2%	+$45.9K	0.04%	144
2014 Q1	$2.56M	Hold	152,400	–	–	0.04%	135
2013 Q4	$3.04M	Buy	152,400 +6,500	+4%	+$117K	0.05%	128
2013 Q3	$2.28M	Hold	145,900	–	–	0.04%	165
2013 Q2	$2.03M	Buy	+145,900	New	+$1.94M	0.04%	165

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

Duff & Phelps Investment Management's AMZN Position: Q3 2024 in Review

Duff & Phelps Investment Management sold out of Amazon (AMZN) in Q3 2024, closing a stake of 20,973 shares — an estimated $4.05M sold.

Duff & Phelps Investment Management first reported a position in AMZN in Q2 2013 and held it in 45 quarters. The position peaked at $13.3M in Q1 2024. 4,915 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

Duff & Phelps Investment Management reported no remaining Amazon position as of Q3 2024 after selling out during the quarter.
Duff & Phelps Investment Management sold 20,973 Amazon shares in Q3 2024, an estimated $4.05M.
Duff & Phelps Investment Management first reported a position in Amazon in Q2 2013 and held it in 45 quarters.
Duff & Phelps Investment Management's Amazon position peaked at $13.3M in Q1 2024.
4,915 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Duff & Phelps Investment Management's 13F filing for Q3 2024, filed 15 Nov 2024.