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Lehman Financial Resources’s Amazon AMZN Stock Holding History

Lehman 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
2018
Q3 		$857K Buy
8,560
+2,600
+44% +$244K 0.4% 37
2018
Q2 		$506K Hold
5,960
– – 0.26% 50
2018
Q1 		$431K Buy
5,960
+1,700
+40% +$122K 0.22% 52
2017
Q4 		$249K Buy
+4,260
New +$234K 0.13% 67
2015
Q4 		– Sell
-60
Closed -$1K – 76
2015
Q3 		$1K Hold
60
– – ﹤0.01% 420
2015
Q2 		$1K Hold
60
– – ﹤0.01% 396
2015
Q1 		$1K Buy
+60
New +$1.05K ﹤0.01% 394

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lehman Financial Resources's AMZN Position: Q3 2018 in Review

Lehman Financial Resources increased its Amazon (AMZN) stake by 44% in Q3 2018, buying an estimated $244K and bringing the position to 8,560 shares worth $857K. The position accounts for 0.4% of the portfolio, ranked #37.

Lehman Financial Resources first reported a position in AMZN in Q1 2015 and has held it in 7 quarters since. 2,450 funds tracked by Wall St. Rank hold AMZN as of Q3 2018.

  • Lehman Financial Resources held 8,560 shares of Amazon worth $857K as of Q3 2018.
  • Lehman Financial Resources bought 2,600 Amazon shares in Q3 2018, an estimated $244K.
  • Amazon made up 0.4% of Lehman Financial Resources's portfolio in Q3 2018, its #37 holding.
  • Lehman Financial Resources first reported a position in Amazon in Q1 2015 and has held it in 7 quarters since.
  • 2,450 funds tracked by Wall St. Rank held Amazon as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.