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Newman & Schimel’s Amazon AMZN Stock Holding History

Newman & Schimel’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
2022
Q4 		$696K Buy
8,281
+5,130
+163% +$507K 0.31% 25
2022
Q3 		$356K Buy
3,151
+865
+38% +$109K 0.18% 35
2022
Q2 		$243K Buy
2,286
+66
+3% +$8.26K 0.12% 40
2022
Q1 		$362K Buy
2,220
+620
+39% +$95.8K 0.24% 35
2021
Q4 		$267K Sell
1,600
-520
-25% -$89K 0.15% 40
2021
Q3 		$348K Hold
2,120
– – 0.22% 38
2021
Q2 		$365K Sell
2,120
-780
-27% -$130K 0.23% 36
2021
Q1 		$449K Sell
2,900
-320
-10% -$50.7K 0.3% 31
2020
Q4 		$524K Buy
+3,220
New +$514K 0.44% 27

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Newman & Schimel's AMZN Position: Q4 2022 in Review

Newman & Schimel increased its Amazon (AMZN) stake by 163% in Q4 2022, buying an estimated $507K and bringing the position to 8,281 shares worth $696K. The position accounts for 0.31% of the portfolio, ranked #25.

Newman & Schimel first reported a position in AMZN in Q4 2020 and has held it in 9 quarters since. 4,120 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

  • Newman & Schimel held 8,281 shares of Amazon worth $696K as of Q4 2022.
  • Newman & Schimel bought 5,130 Amazon shares in Q4 2022, an estimated $507K.
  • Amazon made up 0.31% of Newman & Schimel's portfolio in Q4 2022, its #25 holding.
  • Newman & Schimel first reported a position in Amazon in Q4 2020 and has held it in 9 quarters since.
  • 4,120 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.