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Lehman & Derafelo Financial Resources’s Amazon AMZN Stock Holding History

Lehman & Derafelo Financial Resources’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 		$11.1M Buy
131,737
+936
+0.7% +$92.5K 3.28% 5
2022
Q3 		$14.8M Buy
130,801
+3,225
+3% +$408K 4.66% 5
2022
Q2 		$13.6M Buy
127,576
+9,056
+8% +$1.13M 4.19% 5
2022
Q1 		$19.3M Sell
118,520
-1,680
-1% -$260K 5.37% 5
2021
Q4 		$20M Sell
120,200
-120
-0.1% -$20.5K 6.06% 3
2021
Q3 		$19.8M Sell
120,320
-6,900
-5% -$1.19M 6.42% 3
2021
Q2 		$21.9M Buy
127,220
+100
+0.1% +$16.6K 5.98% 3
2021
Q1 		$19.7M Sell
127,120
-240
-0.2% -$38K 5.52% 3
2020
Q4 		$20.7M Buy
127,360
+680
+0.5% +$109K 6.21% 3
2020
Q3 		$19.9M Buy
126,680
+1,960
+2% +$309K 6.35% 3
2020
Q2 		$17.2M Sell
124,720
-2,580
-2% -$312K 6.01% 3
2020
Q1 		$12.4M Buy
127,300
+6,300
+5% +$610K 5.16% 3
2019
Q4 		$11.2M Buy
121,000
+1,240
+1% +$110K 4.01% 4
2019
Q3 		$10.4M Sell
119,760
-240
-0.2% -$22.3K 3.98% 4
2019
Q2 		$11.7M Sell
120,000
-660
-0.5% -$61.5K 4.75% 3
2019
Q1 		$10.7M Sell
120,660
-2,740
-2% -$228K 4.64% 3
2018
Q4 		$9.27M Buy
+123,400
New +$10.3M 4.61% 4

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

Lehman & Derafelo Financial Resources's AMZN Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its Amazon (AMZN) stake by 0.72% in Q4 2022, buying an estimated $92.5K and bringing the position to 131,737 shares worth $11.1M. The position accounts for 3.28% of the portfolio, ranked #5.

Lehman & Derafelo Financial Resources first reported a position in AMZN in Q4 2018 and has held it in 17 quarters since. The position peaked at $21.9M in Q2 2021. 4,120 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 131,737 shares of Amazon worth $11.1M as of Q4 2022.
  • Lehman & Derafelo Financial Resources bought 936 Amazon shares in Q4 2022, an estimated $92.5K.
  • Amazon made up 3.28% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #5 holding.
  • Lehman & Derafelo Financial Resources first reported a position in Amazon in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's Amazon position peaked at $21.9M in Q2 2021.
  • 4,120 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.