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H.L. Ormond & Company’s Amazon AMZN Stock Holding History

H.L. Ormond & Company’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
2022
Q3 		$797K Sell
7,044
-342
-5% -$43.2K 1.28% 33
2022
Q2 		$785K Sell
7,386
-914
-11% -$114K 1.27% 30
2022
Q1 		$1.35M Sell
8,300
-100
-1% -$15.5K 1.65% 9
2021
Q4 		$1.36M Buy
+8,400
New +$1.44M 1.59% 9

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

H.L. Ormond & Company's AMZN Position: Q3 2022 in Review

H.L. Ormond & Company reduced its Amazon (AMZN) stake by 4.6% in Q3 2022, selling an estimated $43.2K and leaving 7,044 shares worth $797K. The position accounts for 1.28% of the portfolio, ranked #33.

H.L. Ormond & Company first reported a position in AMZN in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.36M in Q4 2021. 4,074 funds tracked by Wall St. Rank hold AMZN as of Q3 2022.

  • H.L. Ormond & Company held 7,044 shares of Amazon worth $797K as of Q3 2022.
  • H.L. Ormond & Company sold 342 Amazon shares in Q3 2022, an estimated $43.2K.
  • Amazon made up 1.28% of H.L. Ormond & Company's portfolio in Q3 2022, its #33 holding.
  • H.L. Ormond & Company first reported a position in Amazon in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's Amazon position peaked at $1.36M in Q4 2021.
  • 4,074 funds tracked by Wall St. Rank held Amazon as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.