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Mount Lucas Management’s Amazon AMZN Stock Holding History

Mount Lucas 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
2024
Q3 		– Sell
-1,245
Closed -$241K – 148
2024
Q2 		$241K Buy
+1,245
New +$229K 0.07% 138
2021
Q2 		– Sell
-16,920
Closed -$2.62M – 115
2021
Q1 		$2.62M Buy
16,920
+7,100
+72% +$1.13M 0.77% 48
2020
Q4 		$1.6M Buy
9,820
+60
+0.6% +$9.57K 0.34% 90
2020
Q3 		$1.54M Sell
9,760
-820
-8% -$129K 0.32% 57
2020
Q2 		$1.46M Buy
+10,580
New +$1.28M 0.29% 47

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mount Lucas Management's AMZN Position: Q3 2024 in Review

Mount Lucas Management sold out of Amazon (AMZN) in Q3 2024, closing a stake of 1,245 shares — an estimated $241K sold.

Mount Lucas Management first reported a position in AMZN in Q2 2020 and held it in 5 quarters. The position peaked at $2.62M in Q1 2021. 4,916 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • Mount Lucas Management reported no remaining Amazon position as of Q3 2024 after selling out during the quarter.
  • Mount Lucas Management sold 1,245 Amazon shares in Q3 2024, an estimated $241K.
  • Mount Lucas Management first reported a position in Amazon in Q2 2020 and held it in 5 quarters.
  • Mount Lucas Management's Amazon position peaked at $2.62M in Q1 2021.
  • 4,916 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Mount Lucas Management's 13F filing for Q3 2024, filed 6 Nov 2024.