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Evelyn V. Moreno’s Amazon AMZN Stock Holding History

Evelyn V. Moreno’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
2023
Q4 		$8.03M Sell
52,823
-75,561
-59% -$10.6M 3.79% 5
2023
Q3 		$16.3M Sell
128,384
-665
-0.5% -$89.1K 3.56% 5
2023
Q2 		$16.8M Sell
129,049
-3,814
-3% -$436K 3.59% 4
2023
Q1 		$13.7M Buy
132,863
+5,879
+5% +$568K 3.11% 4
2022
Q4 		$10.7M Buy
126,984
+53,265
+72% +$5.26M 2.47% 5
2022
Q3 		$8.33M Sell
73,719
-55,481
-43% -$7.01M 3.76% 4
2022
Q2 		$13.7M Buy
129,200
+20,660
+19% +$2.59M 3.2% 5
2022
Q1 		$17.7M Buy
108,540
+7,020
+7% +$1.08M 3.58% 4
2021
Q4 		$16.9M Buy
101,520
+8,760
+9% +$1.5M 3.38% 4
2021
Q3 		$15.2M Buy
92,760
+200
+0.2% +$34.5K 3.59% 4
2021
Q2 		$15.9M Sell
92,560
-3,260
-3% -$542K 3.74% 4
2021
Q1 		$14.8M Sell
95,820
-20
-0% -$3.17K 3.53% 4
2020
Q4 		$15.6M Sell
95,840
-20
-0% -$3.19K 3.88% 4
2020
Q3 		$15.1M Sell
95,860
-1,500
-2% -$236K 4.08% 4
2020
Q2 		$13.4M Sell
97,360
-1,280
-1% -$155K 3.9% 4
2020
Q1 		$9.62M Buy
98,640
+700
+0.7% +$67.8K 3.26% 5
2019
Q4 		$9.05M Sell
97,940
-1,340
-1% -$119K 2.44% 11
2019
Q3 		$8.62M Buy
99,280
+7,520
+8% +$697K 2.36% 12
2019
Q2 		$8.69M Buy
91,760
+11,060
+14% +$1.03M 2.64% 9
2019
Q1 		$7.19M Buy
80,700
+3,920
+5% +$326K 2.12% 21
2018
Q4 		$5.77M Buy
76,780
+1,880
+3% +$156K 1.9% 26
2018
Q3 		$7.5M Sell
74,900
-2,500
-3% -$235K 2.1% 17
2018
Q2 		$6.58M Buy
77,400
+11,900
+18% +$945K 1.92% 23
2018
Q1 		$4.74M Buy
65,500
+200
+0.3% +$14.3K 1.45% 36
2017
Q4 		$3.82M Buy
65,300
+59,100
+953% +$3.25M 1.16% 38
2017
Q3 		$298K Buy
+6,200
New +$305K 0.09% 65

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Evelyn V. Moreno's AMZN Position: Q4 2023 in Review

Evelyn V. Moreno reduced its Amazon (AMZN) stake by 59% in Q4 2023, selling an estimated $10.6M and leaving 52,823 shares worth $8.03M. The position accounts for 3.79% of the portfolio, ranked #5.

Evelyn V. Moreno first reported a position in AMZN in Q3 2017 and has held it in 26 quarters since. The position peaked at $17.7M in Q1 2022. 4,724 funds tracked by Wall St. Rank hold AMZN as of Q4 2023.

  • Evelyn V. Moreno held 52,823 shares of Amazon worth $8.03M as of Q4 2023.
  • Evelyn V. Moreno sold 75,561 Amazon shares in Q4 2023, an estimated $10.6M.
  • Amazon made up 3.79% of Evelyn V. Moreno's portfolio in Q4 2023, its #5 holding.
  • Evelyn V. Moreno first reported a position in Amazon in Q3 2017 and has held it in 26 quarters since.
  • Evelyn V. Moreno's Amazon position peaked at $17.7M in Q1 2022.
  • 4,724 funds tracked by Wall St. Rank held Amazon as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.