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Insight Capital Research & Management’s Amazon AMZN Stock Holding History

Insight Capital Research & 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
2017
Q3 		$3.76M Sell
78,240
-3,480
-4% -$171K 2.12% 6
2017
Q2 		$3.96M Buy
+81,720
New +$3.9M 2.32% 4
2017
Q1 		– Sell
-96,320
Closed -$3.61M – 77
2016
Q4 		$3.61M Sell
96,320
-26,400
-22% -$1.03M 1.92% 9
2016
Q3 		$5.14M Buy
122,720
+7,580
+7% +$290K 2.29% 7
2016
Q2 		$4.12M Buy
115,140
+14,240
+14% +$482K 1.44% 15
2016
Q1 		$3M Sell
100,900
-136,260
-57% -$3.87M 0.93% 54
2015
Q4 		$8.02M Sell
237,160
-114,080
-32% -$3.6M 2.33% 6
2015
Q3 		$8.99M Sell
351,240
-23,440
-6% -$593K 2.72% 3
2015
Q2 		$8.13M Buy
374,680
+286,900
+327% +$6M 2.15% 4
2015
Q1 		$1.63M Buy
87,780
+500
+0.6% +$8.79K 0.41% 87
2014
Q4 		$1.35M Sell
87,280
-920
-1% -$14.3K 0.35% 94
2014
Q3 		$1.42M Buy
+88,200
New +$1.47M 0.37% 85
2014
Q2 		– Sell
-147,280
Closed -$2.48M – 122
2014
Q1 		$2.48M Buy
147,280
+7,560
+5% +$140K 0.57% 69
2013
Q4 		$2.79M Sell
139,720
-3,560
-2% -$64K 0.62% 64
2013
Q3 		$2.61M Buy
143,280
+8,760
+7% +$131K 0.63% 54
2013
Q2 		$1.87M Buy
+134,520
New +$1.79M 0.48% 75

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Insight Capital Research & Management's AMZN Position: Q3 2017 in Review

Insight Capital Research & Management reduced its Amazon (AMZN) stake by 4.3% in Q3 2017, selling an estimated $171K and leaving 78,240 shares worth $3.76M. The position accounts for 2.12% of the portfolio, ranked #6.

Insight Capital Research & Management first reported a position in AMZN in Q2 2013 and has held it in 16 quarters since. The position peaked at $8.99M in Q3 2015. 1,963 funds tracked by Wall St. Rank hold AMZN as of Q3 2017.

  • Insight Capital Research & Management held 78,240 shares of Amazon worth $3.76M as of Q3 2017.
  • Insight Capital Research & Management sold 3,480 Amazon shares in Q3 2017, an estimated $171K.
  • Amazon made up 2.12% of Insight Capital Research & Management's portfolio in Q3 2017, its #6 holding.
  • Insight Capital Research & Management first reported a position in Amazon in Q2 2013 and has held it in 16 quarters since.
  • Insight Capital Research & Management's Amazon position peaked at $8.99M in Q3 2015.
  • 1,963 funds tracked by Wall St. Rank held Amazon as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.