Hoese & Co’s Amazon AMZN Stock Holding History

Hoese & Co’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
2024 Q4	–	Sell	-200	Closed	-$37.3K	–	167
2024 Q3	$37.3K	Buy	+200	New	+$36.5K	0.03%	81
2024 Q2	–	Sell	-2,830	Closed	-$500K	–	146
2024 Q1	$500K	Sell	2,830 -450	-14%	-$75.1K	0.46%	20
2023 Q4	$479K	Sell	3,280 -60	-2%	-$8.41K	0.47%	22
2023 Q3	$425K	Hold	3,340	–	–	0.43%	22
2023 Q2	$435K	Sell	3,340 -60	-2%	-$6.85K	0.41%	27
2023 Q1	$320K	Sell	3,400 -220	-6%	-$21.3K	0.36%	33
2022 Q4	$349K	Hold	3,620	–	–	0.37%	32
2022 Q3	$409K	Sell	3,620 -1,550	-30%	-$196K	0.48%	27
2022 Q2	$549K	Sell	5,170 -30	-0.6%	-$3.75K	0.62%	24
2022 Q1	$848K	Sell	5,200 -500	-9%	-$77.3K	0.88%	20
2021 Q4	$950K	Hold	5,700	–	–	0.94%	20
2021 Q3	$936K	Sell	5,700 -140	-2%	-$24.1K	1.01%	19
2021 Q2	$1M	Sell	5,840 -100	-2%	-$16.6K	1.13%	18
2021 Q1	$919K	Buy	+5,940	New	+$942K	1.13%	20

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hoese & Co's AMZN Position: Q4 2024 in Review

Hoese & Co sold out of Amazon (AMZN) in Q4 2024, closing a stake of 200 shares — an estimated $37.3K sold.

Hoese & Co first reported a position in AMZN in Q1 2021 and held it in 14 quarters. The position peaked at $1M in Q2 2021. 5,542 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

Hoese & Co reported no remaining Amazon position as of Q4 2024 after selling out during the quarter.
Hoese & Co sold 200 Amazon shares in Q4 2024, an estimated $37.3K.
Hoese & Co first reported a position in Amazon in Q1 2021 and held it in 14 quarters.
Hoese & Co's Amazon position peaked at $1M in Q2 2021.
5,542 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Hoese & Co's 13F filing for Q4 2024, filed 16 Jan 2025.