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Kowal Investment Group’s Amazon AMZN Stock Holding History

Kowal Investment Group’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
Q3 		$3.63M Buy
19,466
+1,057
+6% +$193K 0.67% 22
2024
Q2 		$3.56M Buy
18,409
+1,136
+7% +$209K 0.71% 19
2024
Q1 		$3.12M Buy
17,273
+1,512
+10% +$252K 0.67% 22
2023
Q4 		$2.39M Buy
15,761
+1,636
+12% +$229K 0.56% 25
2023
Q3 		$1.8M Sell
14,125
-60
-0.4% -$8.04K 0.48% 26
2023
Q2 		$1.85M Buy
14,185
+635
+5% +$72.5K 0.49% 25
2023
Q1 		$1.4M Buy
13,550
+1,737
+15% +$168K 0.4% 33
2022
Q4 		$992K Sell
11,813
-754
-6% -$74.5K 0.3% 45
2022
Q3 		$1.42M Buy
12,567
+1,255
+11% +$159K 0.48% 26
2022
Q2 		$1.2M Buy
11,312
+272
+2% +$34K 0.39% 27
2022
Q1 		$1.8M Buy
11,040
+720
+7% +$111K 0.55% 16
2021
Q4 		$1.72M Sell
10,320
-260
-2% -$44.5K 0.51% 17
2021
Q3 		$1.74M Buy
10,580
+280
+3% +$48.3K 0.55% 16
2021
Q2 		$1.77M Buy
10,300
+3,340
+48% +$555K 0.64% 15
2021
Q1 		$1.08M Buy
6,960
+740
+12% +$117K 0.44% 20
2020
Q4 		$971K Buy
+6,220
New +$993K 0.45% 20

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kowal Investment Group's AMZN Position: Q3 2024 in Review

Kowal Investment Group increased its Amazon (AMZN) stake by 5.7% in Q3 2024, buying an estimated $193K and bringing the position to 19,466 shares worth $3.63M. The position accounts for 0.67% of the portfolio, ranked #22.

Kowal Investment Group first reported a position in AMZN in Q4 2020 and has held it in 16 quarters since. 4,916 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • Kowal Investment Group held 19,466 shares of Amazon worth $3.63M as of Q3 2024.
  • Kowal Investment Group bought 1,057 Amazon shares in Q3 2024, an estimated $193K.
  • Amazon made up 0.67% of Kowal Investment Group's portfolio in Q3 2024, its #22 holding.
  • Kowal Investment Group first reported a position in Amazon in Q4 2020 and has held it in 16 quarters since.
  • 4,916 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.