Gates Foundation Trust
AMZN icon

Gates Foundation Trust’s Amazon AMZN Stock Holding History

Gates Foundation Trust’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 		– Sell
-44,000
Closed -$5.59M – 31
2023
Q3 		$5.59M Buy
+44,000
New +$5.9M 0.01% 26
2021
Q1 		– Sell
-604,600
Closed -$98.5M – 19
2020
Q4 		$98.5M Sell
604,600
-604,600
-50% -$96.5M 0.44% 14
2020
Q3 		$190M Hold
1,209,200
– – 0.86% 13
2020
Q2 		$167M Hold
1,209,200
– – 0.93% 13
2020
Q1 		$118M Buy
+1,209,200
New +$117M 0.68% 13

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

Gates Foundation Trust's AMZN Position: Q4 2023 in Review

Gates Foundation Trust sold out of Amazon (AMZN) in Q4 2023, closing a stake of 44,000 shares — an estimated $5.59M sold.

Gates Foundation Trust first reported a position in AMZN in Q1 2020 and held it in 5 quarters. The position peaked at $190M in Q3 2020. 4,725 funds tracked by Wall St. Rank hold AMZN as of Q4 2023.

  • Gates Foundation Trust reported no remaining Amazon position as of Q4 2023 after selling out during the quarter.
  • Gates Foundation Trust sold 44,000 Amazon shares in Q4 2023, an estimated $5.59M.
  • Gates Foundation Trust first reported a position in Amazon in Q1 2020 and held it in 5 quarters.
  • Gates Foundation Trust's Amazon position peaked at $190M in Q3 2020.
  • 4,725 funds tracked by Wall St. Rank held Amazon as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.