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Kaizen Advisory’s Amazon AMZN Stock Holding History

Kaizen Advisory’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
2018
Q4 		$1.61M Buy
21,400
+1,820
+9% +$151K 1.12% 4
2018
Q3 		$1.96M Hold
19,580
– – 1.02% 4
2018
Q2 		$1.66M Buy
19,580
+11,880
+154% +$943K 0.85% 9
2018
Q1 		$557K Hold
7,700
– – 0.55% 6
2017
Q4 		$450K Buy
+7,700
New +$424K 0.27% 99

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kaizen Advisory's AMZN Position: Q4 2018 in Review

Kaizen Advisory increased its Amazon (AMZN) stake by 9.3% in Q4 2018, buying an estimated $151K and bringing the position to 21,400 shares worth $1.61M. The position accounts for 1.12% of the portfolio, ranked #4.

Kaizen Advisory first reported a position in AMZN in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.96M in Q3 2018. 2,633 funds tracked by Wall St. Rank hold AMZN as of Q4 2018.

  • Kaizen Advisory held 21,400 shares of Amazon worth $1.61M as of Q4 2018.
  • Kaizen Advisory bought 1,820 Amazon shares in Q4 2018, an estimated $151K.
  • Amazon made up 1.12% of Kaizen Advisory's portfolio in Q4 2018, its #4 holding.
  • Kaizen Advisory first reported a position in Amazon in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Amazon position peaked at $1.96M in Q3 2018.
  • 2,633 funds tracked by Wall St. Rank held Amazon as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.