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Hotaling Investment Management’s Amazon AMZN Stock Holding History

Hotaling 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
2022
Q4 		$5.86M Sell
69,738
-113
-0.2% -$11.2K 2.65% 6
2022
Q3 		$7.89M Sell
69,851
-572
-0.8% -$72.3K 3.79% 3
2022
Q2 		$7.48M Buy
70,423
+2,723
+4% +$341K 3.25% 5
2022
Q1 		$11M Buy
67,700
+840
+1% +$130K 4.24% 3
2021
Q4 		$11.1M Buy
66,860
+1,500
+2% +$257K 3.87% 3
2021
Q3 		$10.7M Buy
65,360
+1,140
+2% +$197K 4.46% 3
2021
Q2 		$11M Buy
64,220
+200
+0.3% +$33.2K 4.49% 3
2021
Q1 		$9.9M Buy
64,020
+980
+2% +$155K 4.45% 3
2020
Q4 		$10.3M Buy
63,040
+1,100
+2% +$176K 4.79% 3
2020
Q3 		$9.75M Sell
61,940
-20
-0% -$3.15K 5.27% 3
2020
Q2 		$8.55M Sell
61,960
-1,840
-3% -$222K 4.93% 3
2020
Q1 		$6.22M Buy
63,800
+440
+0.7% +$42.6K 4.63% 3
2019
Q4 		$5.85M Sell
63,360
-60
-0.1% -$5.31K 3.36% 3
2019
Q3 		$5.5M Buy
63,420
+1,320
+2% +$122K 3.54% 3
2019
Q2 		$5.88M Buy
62,100
+1,360
+2% +$127K 3.77% 3
2019
Q1 		$5.41M Buy
60,740
+380
+0.6% +$31.6K 3.66% 3
2018
Q4 		$4.53M Buy
+60,360
New +$5.02M 3.69% 3

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Hotaling Investment Management's AMZN Position: Q4 2022 in Review

Hotaling Investment Management reduced its Amazon (AMZN) stake by 0.16% in Q4 2022, selling an estimated $11.2K and leaving 69,738 shares worth $5.86M. The position accounts for 2.65% of the portfolio, ranked #6.

Hotaling Investment Management first reported a position in AMZN in Q4 2018 and has held it in 17 quarters since. The position peaked at $11.1M in Q4 2021. 4,120 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

  • Hotaling Investment Management held 69,738 shares of Amazon worth $5.86M as of Q4 2022.
  • Hotaling Investment Management sold 113 Amazon shares in Q4 2022, an estimated $11.2K.
  • Amazon made up 2.65% of Hotaling Investment Management's portfolio in Q4 2022, its #6 holding.
  • Hotaling Investment Management first reported a position in Amazon in Q4 2018 and has held it in 17 quarters since.
  • Hotaling Investment Management's Amazon position peaked at $11.1M in Q4 2021.
  • 4,120 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.