MD Financial Management
AMZN icon

MD Financial Management’s Amazon AMZN Stock Holding History

MD Financial Management’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
2021
Q4 		$16.1M Sell
96,340
-7,520
-7% -$1.29M 0.39% 50
2021
Q3 		$17.1M Sell
103,860
-6,440
-6% -$1.11M 0.43% 49
2021
Q2 		$19M Sell
110,300
-113,180
-51% -$18.8M 0.54% 43
2021
Q1 		$34.6M Buy
223,480
+223,380
+223,380% +$35.4M 1.01% 28
2020
Q4 		$16K Buy
+100
New +$16K ﹤0.01% 82

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MD Financial Management's AMZN Position: Q4 2021 in Review

MD Financial Management reduced its Amazon (AMZN) stake by 7.2% in Q4 2021, selling an estimated $1.29M and leaving 96,340 shares worth $16.1M. The position accounts for 0.39% of the portfolio, ranked #50.

MD Financial Management first reported a position in AMZN in Q4 2020 and has held it in 5 quarters since. The position peaked at $34.6M in Q1 2021. 4,201 funds tracked by Wall St. Rank hold AMZN as of Q4 2021.

  • MD Financial Management held 96,340 shares of Amazon worth $16.1M as of Q4 2021.
  • MD Financial Management sold 7,520 Amazon shares in Q4 2021, an estimated $1.29M.
  • Amazon made up 0.39% of MD Financial Management's portfolio in Q4 2021, its #50 holding.
  • MD Financial Management first reported a position in Amazon in Q4 2020 and has held it in 5 quarters since.
  • MD Financial Management's Amazon position peaked at $34.6M in Q1 2021.
  • 4,201 funds tracked by Wall St. Rank held Amazon as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.