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Jackson Financial Management’s Amazon AMZN Stock Holding History

Jackson Financial 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
2019
Q4 		$246K Buy
2,660
+200
+8% +$17.7K 0.13% 41
2019
Q3 		$214K Buy
+2,460
New +$228K 0.13% 34
2019
Q1 		– Sell
-3,060
Closed -$230K – 39
2018
Q4 		$230K Buy
3,060
+440
+17% +$36.6K 0.25% 31
2018
Q3 		$262K Sell
2,620
-280
-10% -$26.3K 0.21% 34
2018
Q2 		$246K Buy
+2,900
New +$230K 0.22% 35

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jackson Financial Management's AMZN Position: Q4 2019 in Review

Jackson Financial Management increased its Amazon (AMZN) stake by 8.1% in Q4 2019, buying an estimated $17.7K and bringing the position to 2,660 shares worth $246K. The position accounts for 0.13% of the portfolio, ranked #41.

Jackson Financial Management first reported a position in AMZN in Q2 2018 and has held it in 5 quarters since. The position peaked at $262K in Q3 2018. 3,018 funds tracked by Wall St. Rank hold AMZN as of Q4 2019.

  • Jackson Financial Management held 2,660 shares of Amazon worth $246K as of Q4 2019.
  • Jackson Financial Management bought 200 Amazon shares in Q4 2019, an estimated $17.7K.
  • Amazon made up 0.13% of Jackson Financial Management's portfolio in Q4 2019, its #41 holding.
  • Jackson Financial Management first reported a position in Amazon in Q2 2018 and has held it in 5 quarters since.
  • Jackson Financial Management's Amazon position peaked at $262K in Q3 2018.
  • 3,018 funds tracked by Wall St. Rank held Amazon as of Q4 2019.

Based on Jackson Financial Management's 13F filing for Q4 2019, filed 17 Jan 2020.