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Eagle Ridge Investment Management’s Amazon AMZN Stock Holding History

Eagle Ridge 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
Q4 		$1.07M Buy
4,874
+107
+2% +$21.9K 0.09% 69
2024
Q3 		$888K Buy
4,767
+169
+4% +$30.8K 0.08% 74
2024
Q2 		$889K Buy
4,598
+165
+4% +$30.3K 0.08% 75
2024
Q1 		$800K Sell
4,433
-112
-2% -$18.7K 0.07% 80
2023
Q4 		$691K Hold
4,545
– – 0.07% 88
2023
Q3 		$578K Buy
4,545
+489
+12% +$65.5K 0.06% 91
2023
Q2 		$529K Buy
4,056
+52
+1% +$5.94K 0.06% 96
2023
Q1 		$414K Buy
4,004
+498
+14% +$48.1K 0.05% 112
2022
Q4 		$295K Buy
3,506
+102
+3% +$10.1K 0.03% 127
2022
Q3 		$385K Sell
3,404
-516
-13% -$65.2K 0.05% 109
2022
Q2 		$416K Sell
3,920
-540
-12% -$67.6K 0.05% 103
2022
Q1 		$727K Hold
4,460
– – 0.08% 86
2021
Q4 		$744K Sell
4,460
-560
-11% -$95.8K 0.08% 89
2021
Q3 		$825K Hold
5,020
– – 0.09% 84
2021
Q2 		$863K Hold
5,020
– – 0.1% 79
2021
Q1 		$777K Sell
5,020
-100
-2% -$15.9K 0.09% 80
2020
Q4 		$834K Sell
5,120
-1,620
-24% -$259K 0.11% 79
2020
Q3 		$1.06M Buy
6,740
+2,000
+42% +$315K 0.15% 69
2020
Q2 		$654K Sell
4,740
-400
-8% -$48.3K 0.1% 81
2020
Q1 		$501K Sell
5,140
-500
-9% -$48.4K 0.09% 83
2019
Q4 		$521K Hold
5,640
– – 0.07% 97
2019
Q3 		$490K Sell
5,640
-1,760
-24% -$163K 0.07% 99
2019
Q2 		$701K Buy
7,400
+1,660
+29% +$155K 0.1% 86
2019
Q1 		$511K Hold
5,740
– – 0.08% 98
2018
Q4 		$431K Sell
5,740
-2,320
-29% -$193K 0.07% 107
2018
Q3 		$807K Hold
8,060
– – 0.12% 90
2018
Q2 		$685K Buy
8,060
+3,320
+70% +$264K 0.1% 93
2018
Q1 		$343K Buy
+4,740
New +$339K 0.05% 127

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eagle Ridge Investment Management's AMZN Position: Q4 2024 in Review

Eagle Ridge Investment Management increased its Amazon (AMZN) stake by 2.2% in Q4 2024, buying an estimated $21.9K and bringing the position to 4,874 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #69.

Eagle Ridge Investment Management first reported a position in AMZN in Q1 2018 and has held it in 28 quarters since. 5,541 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

  • Eagle Ridge Investment Management held 4,874 shares of Amazon worth $1.07M as of Q4 2024.
  • Eagle Ridge Investment Management bought 107 Amazon shares in Q4 2024, an estimated $21.9K.
  • Amazon made up 0.09% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #69 holding.
  • Eagle Ridge Investment Management first reported a position in Amazon in Q1 2018 and has held it in 28 quarters since.
  • 5,541 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.