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Lodestar Investment Counsel’s Amazon AMZN Stock Holding History

Lodestar 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
2019
Q2 		$1.82M Hold
19,280
– – 0.19% 72
2019
Q1 		$1.72M Buy
19,280
+100
+0.5% +$8.32K 0.18% 73
2018
Q4 		$1.44M Buy
19,180
+7,240
+61% +$602K 0.18% 74
2018
Q3 		$1.2M Hold
11,940
– – 0.13% 87
2018
Q2 		$1.01M Sell
11,940
-840
-7% -$66.7K 0.12% 93
2018
Q1 		$925K Buy
12,780
+1,400
+12% +$100K 0.11% 93
2017
Q4 		$665K Buy
11,380
+200
+2% +$11K 0.08% 110
2017
Q3 		$537K Hold
11,180
– – 0.07% 121
2017
Q2 		$541K Sell
11,180
-200
-2% -$9.54K 0.07% 111
2017
Q1 		$504K Sell
11,380
-1,660
-13% -$69.2K 0.07% 117
2016
Q4 		$489K Buy
13,040
+2,400
+23% +$94K 0.07% 114
2016
Q3 		$445K Sell
10,640
-1,260
-11% -$48.2K 0.06% 119
2016
Q2 		$426K Buy
11,900
+1,900
+19% +$64.3K 0.06% 117
2016
Q1 		$297K Buy
10,000
+120
+1% +$3.41K 0.04% 140
2015
Q4 		$334K Hold
9,880
– – 0.05% 119
2015
Q3 		$253K Buy
+9,880
New +$250K 0.04% 126

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Lodestar Investment Counsel's AMZN Position: Q2 2019 in Review

Lodestar Investment Counsel held its Amazon (AMZN) position steady in Q2 2019 at 19,280 shares worth $1.82M. The position accounts for 0.19% of the portfolio, ranked #72.

Lodestar Investment Counsel first reported a position in AMZN in Q3 2015 and has held it in 16 quarters since. 2,716 funds tracked by Wall St. Rank hold AMZN as of Q2 2019.

  • Lodestar Investment Counsel held 19,280 shares of Amazon worth $1.82M as of Q2 2019.
  • Lodestar Investment Counsel left its Amazon share count unchanged in Q2 2019.
  • Amazon made up 0.19% of Lodestar Investment Counsel's portfolio in Q2 2019, its #72 holding.
  • Lodestar Investment Counsel first reported a position in Amazon in Q3 2015 and has held it in 16 quarters since.
  • 2,716 funds tracked by Wall St. Rank held Amazon as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.