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Lee Capital Management’s Amazon AMZN Stock Holding History

Lee Capital 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
2018
Q1 		$8.39M Buy
116,000
+6,000
+5% +$429K 6.34% 1
2017
Q4 		$6.43M Hold
110,000
– – 5.47% 1
2017
Q3 		$5.29M Buy
110,000
+20,000
+22% +$982K 4.28% 1
2017
Q2 		$4.36M Buy
90,000
+10,000
+13% +$477K 3.88% 1
2017
Q1 		$3.55M Hold
80,000
– – 3.17% 1
2016
Q4 		$3M Buy
+80,000
New +$3.13M 2.82% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Lee Capital Management's AMZN Position: Q1 2018 in Review

Lee Capital Management increased its Amazon (AMZN) stake by 5.5% in Q1 2018, buying an estimated $429K and bringing the position to 116,000 shares worth $8.39M. The position accounts for 6.34% of the portfolio, ranked #1.

Lee Capital Management first reported a position in AMZN in Q4 2016 and has held it in 6 quarters since. 2,297 funds tracked by Wall St. Rank hold AMZN as of Q1 2018.

  • Lee Capital Management held 116,000 shares of Amazon worth $8.39M as of Q1 2018.
  • Lee Capital Management bought 6,000 Amazon shares in Q1 2018, an estimated $429K.
  • Amazon made up 6.34% of Lee Capital Management's portfolio in Q1 2018, its #1 holding.
  • Lee Capital Management first reported a position in Amazon in Q4 2016 and has held it in 6 quarters since.
  • 2,297 funds tracked by Wall St. Rank held Amazon as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.