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Lee Capital Asset Management’s Amazon AMZN Stock Holding History

Lee Capital Asset 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 		$2.96M Sell
32,060
-1,600
-5% -$142K 6.21% 2
2019
Q3 		$2.92M Buy
33,660
+5,460
+19% +$506K 4.25% 9
2019
Q2 		$2.67M Buy
28,200
+3,800
+16% +$354K 3.51% 14
2019
Q1 		$2.17M Sell
24,400
-44,600
-65% -$3.71M 3.24% 15
2018
Q4 		$5.18M Buy
+69,000
New +$5.74M 6.05% 5

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

Lee Capital Asset Management's AMZN Position: Q4 2019 in Review

Lee Capital Asset Management reduced its Amazon (AMZN) stake by 4.8% in Q4 2019, selling an estimated $142K and leaving 32,060 shares worth $2.96M. The position accounts for 6.21% of the portfolio, ranked #2.

Lee Capital Asset Management first reported a position in AMZN in Q4 2018 and has held it in 5 quarters since. The position peaked at $5.18M in Q4 2018. 3,019 funds tracked by Wall St. Rank hold AMZN as of Q4 2019.

  • Lee Capital Asset Management held 32,060 shares of Amazon worth $2.96M as of Q4 2019.
  • Lee Capital Asset Management sold 1,600 Amazon shares in Q4 2019, an estimated $142K.
  • Amazon made up 6.21% of Lee Capital Asset Management's portfolio in Q4 2019, its #2 holding.
  • Lee Capital Asset Management first reported a position in Amazon in Q4 2018 and has held it in 5 quarters since.
  • Lee Capital Asset Management's Amazon position peaked at $5.18M in Q4 2018.
  • 3,019 funds tracked by Wall St. Rank held Amazon as of Q4 2019.

Based on Lee Capital Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.