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Foresters Investment Management’s Amazon AMZN Stock Holding History

Foresters 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
2019
Q3 		$8.34M Sell
96,100
-35,000
-27% -$3.25M 0.17% 203
2019
Q2 		$12.4M Sell
131,100
-19,000
-13% -$1.77M 0.22% 155
2019
Q1 		$13.4M Sell
150,100
-178,000
-54% -$14.8M 0.23% 145
2018
Q4 		$24.6M Buy
328,100
+123,100
+60% +$10.2M 0.47% 69
2018
Q3 		$20.5M Buy
+205,000
New +$19.3M 0.32% 108
2017
Q3 		– Sell
-5,020
Closed -$243K – 593
2017
Q2 		$243K Buy
+5,020
New +$239K ﹤0.01% 438

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Foresters Investment Management's AMZN Position: Q3 2019 in Review

Foresters Investment Management reduced its Amazon (AMZN) stake by 27% in Q3 2019, selling an estimated $3.25M and leaving 96,100 shares worth $8.34M. The position accounts for 0.17% of the portfolio, ranked #203.

Foresters Investment Management first reported a position in AMZN in Q2 2017 and has held it in 6 quarters since. The position peaked at $24.6M in Q4 2018. 2,707 funds tracked by Wall St. Rank hold AMZN as of Q3 2019.

  • Foresters Investment Management held 96,100 shares of Amazon worth $8.34M as of Q3 2019.
  • Foresters Investment Management sold 35,000 Amazon shares in Q3 2019, an estimated $3.25M.
  • Amazon made up 0.17% of Foresters Investment Management's portfolio in Q3 2019, its #203 holding.
  • Foresters Investment Management first reported a position in Amazon in Q2 2017 and has held it in 6 quarters since.
  • Foresters Investment Management's Amazon position peaked at $24.6M in Q4 2018.
  • 2,707 funds tracked by Wall St. Rank held Amazon as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.