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Lake Street Advisors Group’s Amazon AMZN Stock Holding History

Lake Street Advisors 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
Q4 		$26.6M Buy
121,235
+8,757
+8% +$1.79M 1.23% 19
2024
Q3 		$21M Sell
112,478
-3,631
-3% -$663K 0.97% 21
2024
Q2 		$22.4M Buy
116,109
+1,235
+1% +$227K 1.08% 22
2024
Q1 		$20.7M Buy
114,874
+7,870
+7% +$1.31M 0.97% 23
2023
Q4 		$16.3M Buy
107,004
+3,085
+3% +$432K 0.82% 26
2023
Q3 		$13.2M Buy
103,919
+2,088
+2% +$280K 0.78% 30
2023
Q2 		$13.3M Buy
101,831
+1,250
+1% +$143K 0.73% 30
2023
Q1 		$10.4M Buy
100,581
+7,579
+8% +$732K 0.64% 33
2022
Q4 		$7.81M Sell
93,002
-7,191
-7% -$710K 0.51% 37
2022
Q3 		$11.3M Buy
100,193
+1,526
+2% +$193K 0.82% 26
2022
Q2 		$10.5M Buy
+98,667
New +$12.3M 0.75% 29
2021
Q3 		– Sell
-73,520
Closed -$12.1M – 238
2021
Q2 		$12.1M Buy
73,520
+2,840
+4% +$472K 0.9% 24
2021
Q1 		$10.9M Hold
70,680
– – 0.89% 28
2020
Q4 		$11.5M Buy
70,680
+1,720
+2% +$274K 0.95% 26
2020
Q3 		$10.9M Buy
68,960
+1,280
+2% +$202K 1.02% 24
2020
Q2 		$9.34M Buy
67,680
+2,340
+4% +$283K 0.95% 27
2020
Q1 		$6.37M Buy
65,340
+7,740
+13% +$749K 0.79% 28
2019
Q4 		$5.32M Buy
57,600
+1,600
+3% +$142K 0.52% 29
2019
Q3 		$4.5M Buy
56,000
+780
+1% +$72.3K 0.49% 31
2019
Q2 		$5.23M Buy
55,220
+3,820
+7% +$356K 0.55% 25
2019
Q1 		$4.58M Buy
51,400
+2,540
+5% +$211K 0.48% 28
2018
Q4 		$3.67M Buy
48,860
+1,580
+3% +$131K 0.45% 29
2018
Q3 		$4.74M Sell
47,280
-14,500
-23% -$1.36M 0.52% 26
2018
Q2 		$5.25M Sell
61,780
-1,460
-2% -$116K 0.52% 24
2018
Q1 		$4.58M Buy
+63,240
New +$4.52M 0.51% 24

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Advisors Group's AMZN Position: Q4 2024 in Review

Lake Street Advisors Group increased its Amazon (AMZN) stake by 7.8% in Q4 2024, buying an estimated $1.79M and bringing the position to 121,235 shares worth $26.6M. The position accounts for 1.23% of the portfolio, ranked #19.

Lake Street Advisors Group first reported a position in AMZN in Q1 2018 and has held it in 25 quarters since. 5,542 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

  • Lake Street Advisors Group held 121,235 shares of Amazon worth $26.6M as of Q4 2024.
  • Lake Street Advisors Group bought 8,757 Amazon shares in Q4 2024, an estimated $1.79M.
  • Amazon made up 1.23% of Lake Street Advisors Group's portfolio in Q4 2024, its #19 holding.
  • Lake Street Advisors Group first reported a position in Amazon in Q1 2018 and has held it in 25 quarters since.
  • 5,542 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.