Naples Money Management’s Amazon AMZN Stock Holding History

Naples Money 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	$655K	Sell	3,515 -16,358	-82%	-$2.98M	0.55%	33
2024 Q2	$3.92M	Buy	19,873 +200	+1%	+$36.7K	3.34%	7
2024 Q1	$3.55M	Sell	19,673 -3,817	-16%	-$637K	3.54%	7
2023 Q4	$3.57M	Buy	+23,490	New	+$3.29M	3.34%	6

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Naples Money Management's AMZN Position: Q3 2024 in Review

Naples Money Management reduced its Amazon (AMZN) stake by 82% in Q3 2024, selling an estimated $2.98M and leaving 3,515 shares worth $655K. The position accounts for 0.55% of the portfolio, ranked #33.

Naples Money Management first reported a position in AMZN in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.92M in Q2 2024. 4,918 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

Naples Money Management held 3,515 shares of Amazon worth $655K as of Q3 2024.
Naples Money Management sold 16,358 Amazon shares in Q3 2024, an estimated $2.98M.
Amazon made up 0.55% of Naples Money Management's portfolio in Q3 2024, its #33 holding.
Naples Money Management first reported a position in Amazon in Q4 2023 and has held it in 4 quarters since.
Naples Money Management's Amazon position peaked at $3.92M in Q2 2024.
4,918 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.