LCH
AMZN icon

Lee Capital Holdings’s Amazon AMZN Stock Holding History

Lee Capital Holdings’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
2022
Q4 		– Sell
-97,200
Closed -$11M – 35
2022
Q3 		$11M Sell
97,200
-17,320
-15% -$2.19M 15.41% 1
2022
Q2 		$12.2M Sell
114,520
-62,440
-35% -$7.81M 9.53% 1
2022
Q1 		$28.8M Buy
176,960
+37,080
+27% +$5.73M 16.16% 1
2021
Q4 		$23.3M Sell
139,880
-7,360
-5% -$1.26M 12.21% 1
2021
Q3 		$24.2M Sell
147,240
-5,720
-4% -$987K 12.68% 1
2021
Q2 		$26.3M Buy
152,960
+4,200
+3% +$698K 13.24% 1
2021
Q1 		$23M Buy
148,760
+20,300
+16% +$3.22M 10.17% 1
2020
Q4 		$20.9M Sell
128,460
-17,900
-12% -$2.86M 12.34% 1
2020
Q3 		$23M Buy
146,360
+22,500
+18% +$3.55M 13.48% 1
2020
Q2 		$17.1M Sell
123,860
-36,400
-23% -$4.4M 15.68% 1
2020
Q1 		$15.6M Buy
160,260
+50,260
+46% +$4.86M 12.91% 1
2019
Q4 		$10.2M Sell
110,000
-2,000
-2% -$177K 9.39% 1
2019
Q3 		$9.72M Sell
112,000
-4,000
-3% -$371K 9.08% 2
2019
Q2 		$11M Hold
116,000
– – 11.74% 1
2019
Q1 		$10.3M Hold
116,000
– – 11.48% 1
2018
Q4 		$8.71M Sell
116,000
-6,660
-5% -$554K 13.03% 1
2018
Q3 		$12.3M Buy
122,660
+13,940
+13% +$1.31M 8.81% 1
2018
Q2 		$9.24M Buy
+108,720
New +$8.63M 6.53% 1

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Lee Capital Holdings's AMZN Position: Q4 2022 in Review

Lee Capital Holdings sold out of Amazon (AMZN) in Q4 2022, closing a stake of 97,200 shares — an estimated $11M sold.

Lee Capital Holdings first reported a position in AMZN in Q2 2018 and held it in 18 quarters. The position peaked at $28.8M in Q1 2022. 4,121 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

  • Lee Capital Holdings reported no remaining Amazon position as of Q4 2022 after selling out during the quarter.
  • Lee Capital Holdings sold 97,200 Amazon shares in Q4 2022, an estimated $11M.
  • Lee Capital Holdings first reported a position in Amazon in Q2 2018 and held it in 18 quarters.
  • Lee Capital Holdings's Amazon position peaked at $28.8M in Q1 2022.
  • 4,121 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on Lee Capital Holdings's 13F filing for Q4 2022, filed 14 Feb 2023.