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LeJeune Puetz Investment Counsel’s Amazon AMZN Stock Holding History

LeJeune Puetz Investment Counsel’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
2023
Q1 		$860K Buy
8,328
+138
+2% +$13.3K 0.31% 91
2022
Q4 		$688K Buy
8,190
+390
+5% +$38.5K 0.26% 97
2022
Q3 		$881K Hold
7,800
– – 0.36% 85
2022
Q2 		$828K Buy
7,800
+420
+6% +$52.6K 0.32% 87
2022
Q1 		$1.2M Buy
7,380
+2,580
+54% +$399K 0.42% 81
2021
Q4 		$800K Hold
4,800
– – 0.27% 95
2021
Q3 		$788K Sell
4,800
-80
-2% -$13.8K 0.29% 93
2021
Q2 		$839K Buy
4,880
+2,140
+78% +$356K 0.31% 90
2021
Q1 		$424K Sell
2,740
-1,000
-27% -$159K 0.17% 116
2020
Q4 		$609K Hold
3,740
– – 0.26% 96
2020
Q3 		$589K Hold
3,740
– – 0.29% 89
2020
Q2 		$516K Sell
3,740
-300
-7% -$36.2K 0.27% 94
2020
Q1 		$394K Buy
4,040
+340
+9% +$32.9K 0.23% 102
2019
Q4 		$342K Hold
3,700
– – 0.16% 120
2019
Q3 		$321K Hold
3,700
– – 0.16% 115
2019
Q2 		$350K Sell
3,700
-1,600
-30% -$149K 0.18% 110
2019
Q1 		$472K Buy
5,300
+400
+8% +$33.3K 0.26% 97
2018
Q4 		$368K Buy
4,900
+2,200
+81% +$183K 0.23% 102
2018
Q3 		$270K Hold
2,700
– – 0.16% 120
2018
Q2 		$229K Hold
2,700
– – 0.14% 123
2018
Q1 		$195K Buy
2,700
+240
+10% +$17.2K 0.12% 118
2017
Q4 		$144K Buy
2,460
+60
+3% +$3.3K 0.09% 134
2017
Q3 		$115K Hold
2,400
– – 0.07% 141
2017
Q2 		$116K Buy
+2,400
New +$115K 0.08% 141

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LeJeune Puetz Investment Counsel's AMZN Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its Amazon (AMZN) stake by 1.7% in Q1 2023, buying an estimated $13.3K and bringing the position to 8,328 shares worth $860K. The position accounts for 0.31% of the portfolio, ranked #91.

LeJeune Puetz Investment Counsel first reported a position in AMZN in Q2 2017 and has held it in 24 quarters since. The position peaked at $1.2M in Q1 2022. 4,157 funds tracked by Wall St. Rank hold AMZN as of Q1 2023.

  • LeJeune Puetz Investment Counsel held 8,328 shares of Amazon worth $860K as of Q1 2023.
  • LeJeune Puetz Investment Counsel bought 138 Amazon shares in Q1 2023, an estimated $13.3K.
  • Amazon made up 0.31% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #91 holding.
  • LeJeune Puetz Investment Counsel first reported a position in Amazon in Q2 2017 and has held it in 24 quarters since.
  • LeJeune Puetz Investment Counsel's Amazon position peaked at $1.2M in Q1 2022.
  • 4,157 funds tracked by Wall St. Rank held Amazon as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.