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HM Capital Management’s Amazon AMZN Stock Holding History

HM Capital 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
2022
Q3 		$2.98M Buy
26,394
+844
+3% +$107K 1.79% 11
2022
Q2 		$2.71M Sell
25,550
-9,130
-26% -$1.14M 1.51% 14
2022
Q1 		$5.65M Buy
34,680
+1,980
+6% +$306K 2.06% 8
2021
Q4 		$5.45M Buy
32,700
+1,040
+3% +$178K 2.08% 9
2021
Q3 		$5.2M Sell
31,660
-1,180
-4% -$204K 2.26% 7
2021
Q2 		$5.65M Sell
32,840
-5,620
-15% -$934K 2.47% 6
2021
Q1 		$5.95M Sell
38,460
-3,500
-8% -$555K 2.77% 5
2020
Q4 		$6.83M Sell
41,960
-60
-0.1% -$9.57K 3.45% 5
2020
Q3 		$6.61M Sell
42,020
-6,500
-13% -$1.02M 4.01% 4
2020
Q2 		$6.69M Buy
48,520
+440
+0.9% +$53.1K 4.37% 4
2020
Q1 		$4.69M Buy
48,080
+14,020
+41% +$1.36M 3.45% 4
2019
Q4 		$3.15M Buy
34,060
+6,540
+24% +$579K 1.9% 10
2019
Q3 		$2.39M Buy
27,520
+860
+3% +$79.7K 1.51% 12
2019
Q2 		$2.52M Buy
26,660
+2,120
+9% +$197K 1.56% 12
2019
Q1 		$2.18M Buy
24,540
+500
+2% +$41.6K 1.61% 11
2018
Q4 		$1.8M Buy
24,040
+2,080
+9% +$173K 1.55% 11
2018
Q3 		$2.2M Sell
21,960
-5,900
-21% -$555K 1.68% 8
2018
Q2 		$2.37M Buy
27,860
+480
+2% +$38.1K 1.82% 8
2018
Q1 		$1.98M Sell
27,380
-1,000
-4% -$71.5K 1.58% 10
2017
Q4 		$1.66M Buy
28,380
+680
+2% +$37.4K 1.36% 12
2017
Q3 		$1.33M Sell
27,700
-900
-3% -$44.2K 1.18% 12
2017
Q2 		$1.38M Buy
28,600
+1,560
+6% +$74.4K 1.28% 12
2017
Q1 		$1.2M Buy
27,040
+840
+3% +$35K 1.15% 12
2016
Q4 		$981K Sell
26,200
-80
-0.3% -$3.13K 1% 14
2016
Q3 		$1.1M Hold
26,280
– – 1.11% 13
2016
Q2 		$940K Sell
26,280
-160
-0.6% -$5.41K 0.98% 16
2016
Q1 		$784K Hold
26,440
– – 0.87% 15
2015
Q4 		$892K Buy
+26,440
New +$833K 0.95% 14

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HM Capital Management's AMZN Position: Q3 2022 in Review

HM Capital Management increased its Amazon (AMZN) stake by 3.3% in Q3 2022, buying an estimated $107K and bringing the position to 26,394 shares worth $2.98M. The position accounts for 1.79% of the portfolio, ranked #11.

HM Capital Management first reported a position in AMZN in Q4 2015 and has held it in 28 quarters since. The position peaked at $6.83M in Q4 2020. 4,078 funds tracked by Wall St. Rank hold AMZN as of Q3 2022.

  • HM Capital Management held 26,394 shares of Amazon worth $2.98M as of Q3 2022.
  • HM Capital Management bought 844 Amazon shares in Q3 2022, an estimated $107K.
  • Amazon made up 1.79% of HM Capital Management's portfolio in Q3 2022, its #11 holding.
  • HM Capital Management first reported a position in Amazon in Q4 2015 and has held it in 28 quarters since.
  • HM Capital Management's Amazon position peaked at $6.83M in Q4 2020.
  • 4,078 funds tracked by Wall St. Rank held Amazon as of Q3 2022.

Based on HM Capital Management's 13F filing for Q3 2022, filed 7 Nov 2022.