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Lourd Capital’s Amazon AMZN Stock Holding History

Lourd Capital’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 		$2.76M Buy
29,180
+1,840
+7% +$171K 0.26% 18
2019
Q1 		$2.43M Sell
27,340
-17,040
-38% -$1.42M 0.24% 18
2018
Q4 		$3.33M Buy
44,380
+1,200
+3% +$99.8K 0.26% 19
2018
Q3 		$4.32M Buy
+43,180
New +$4.06M 0.28% 16
2018
Q1 		– Sell
-74,900
Closed -$4.38M – 130
2017
Q4 		$4.38M Buy
74,900
+18,600
+33% +$1.02M 0.29% 16
2017
Q3 		$2.71M Sell
56,300
-380
-0.7% -$18.7K 0.24% 13
2017
Q2 		$2.74M Buy
56,680
+5,980
+12% +$285K 0.26% 13
2017
Q1 		$2.25M Buy
50,700
+3,460
+7% +$144K 0.22% 16
2016
Q4 		$1.77M Buy
47,240
+1,460
+3% +$57.2K 0.18% 21
2016
Q3 		$1.92M Sell
45,780
-9,220
-17% -$353K 0.21% 19
2016
Q2 		$1.97M Buy
55,000
+760
+1% +$25.7K 0.55% 20
2016
Q1 		$1.61M Buy
54,240
+1,560
+3% +$44.3K 0.18% 23
2015
Q4 		$1.78M Buy
52,680
+4,660
+10% +$147K 0.19% 25
2015
Q3 		$1.23M Buy
48,020
+1,900
+4% +$48K 0.13% 31
2015
Q2 		$1M Buy
46,120
+1,720
+4% +$35.9K 0.1% 40
2015
Q1 		$826K Buy
44,400
+1,060
+2% +$18.6K 0.08% 45
2014
Q4 		$673K Buy
43,340
+1,700
+4% +$26.5K 0.06% 49
2014
Q3 		$671K Buy
41,640
+2,180
+6% +$36.3K 0.07% 50
2014
Q2 		$641K Buy
39,460
+1,200
+3% +$19K 0.07% 50
2014
Q1 		$643K Sell
38,260
-4,200
-10% -$77.9K 0.07% 48
2013
Q4 		$847K Sell
42,460
-36,700
-46% -$660K 0.09% 42
2013
Q3 		$1.24M Hold
79,160
– – 0.15% 31
2013
Q2 		$1.1M Buy
+79,160
New +$1.05M 0.13% 35

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

Lourd Capital's AMZN Position: Q2 2019 in Review

Lourd Capital increased its Amazon (AMZN) stake by 6.7% in Q2 2019, buying an estimated $171K and bringing the position to 29,180 shares worth $2.76M. The position accounts for 0.26% of the portfolio, ranked #18.

Lourd Capital first reported a position in AMZN in Q2 2013 and has held it in 23 quarters since. The position peaked at $4.38M in Q4 2017. 2,716 funds tracked by Wall St. Rank hold AMZN as of Q2 2019.

  • Lourd Capital held 29,180 shares of Amazon worth $2.76M as of Q2 2019.
  • Lourd Capital bought 1,840 Amazon shares in Q2 2019, an estimated $171K.
  • Amazon made up 0.26% of Lourd Capital's portfolio in Q2 2019, its #18 holding.
  • Lourd Capital first reported a position in Amazon in Q2 2013 and has held it in 23 quarters since.
  • Lourd Capital's Amazon position peaked at $4.38M in Q4 2017.
  • 2,716 funds tracked by Wall St. Rank held Amazon as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.