EWF
AMZN icon

Epstein & White Financial’s Amazon AMZN Stock Holding History

Epstein & White Financial’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
2021
Q2 		$1.48M Buy
8,620
+320
+4% +$53.2K 0.39% 19
2021
Q1 		$1.28M Sell
8,300
-200
-2% -$31.7K 0.37% 20
2020
Q4 		$1.38M Buy
8,500
+80
+1% +$12.8K 0.42% 20
2020
Q3 		$1.33M Buy
8,420
+680
+9% +$107K 0.47% 18
2020
Q2 		$1.07M Sell
7,740
-900
-10% -$109K 0.41% 17
2020
Q1 		$841K Buy
8,640
+2,880
+50% +$279K 0.35% 22
2019
Q4 		$529K Buy
5,760
+540
+10% +$47.8K 0.23% 38
2019
Q3 		$454K Buy
5,220
+320
+7% +$29.7K 0.22% 40
2019
Q2 		$466K Sell
4,900
-40
-0.8% -$3.73K 0.25% 42
2019
Q1 		$440K Sell
4,940
-3,680
-43% -$306K 0.25% 42
2018
Q4 		$652K Buy
8,620
+760
+10% +$63.2K 0.41% 21
2018
Q3 		$786K Sell
7,860
-180
-2% -$16.9K 0.52% 19
2018
Q2 		$682K Buy
8,040
+1,080
+16% +$85.7K 0.51% 26
2018
Q1 		$502K Buy
6,960
+640
+10% +$45.8K 0.32% 53
2017
Q4 		$412K Buy
+6,320
New +$348K 0.24% 66

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
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Epstein & White Financial's AMZN Position: Q2 2021 in Review

Epstein & White Financial increased its Amazon (AMZN) stake by 3.9% in Q2 2021, buying an estimated $53.2K and bringing the position to 8,620 shares worth $1.48M. The position accounts for 0.39% of the portfolio, ranked #19.

Epstein & White Financial first reported a position in AMZN in Q4 2017 and has held it in 15 quarters since. 3,765 funds tracked by Wall St. Rank hold AMZN as of Q2 2021.

  • Epstein & White Financial held 8,620 shares of Amazon worth $1.48M as of Q2 2021.
  • Epstein & White Financial bought 320 Amazon shares in Q2 2021, an estimated $53.2K.
  • Amazon made up 0.39% of Epstein & White Financial's portfolio in Q2 2021, its #19 holding.
  • Epstein & White Financial first reported a position in Amazon in Q4 2017 and has held it in 15 quarters since.
  • 3,765 funds tracked by Wall St. Rank held Amazon as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.