Perpetual Investment Management’s Amazon AMZN Stock Holding History

Perpetual Investment 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
2022 Q4	$949K	Sell	11,300 -2,000	-15%	-$198K	0.11%	113
2022 Q3	$1.5M	Buy	13,300 +1,300	+11%	+$164K	0.22%	78
2022 Q2	$1.27M	Sell	12,000 -12,000	-50%	-$1.5M	0.19%	102
2022 Q1	$3.91M	Hold	24,000	–	–	0.49%	57
2021 Q4	$4M	Hold	24,000	–	–	0.46%	64
2021 Q3	$3.94M	Hold	24,000	–	–	0.5%	60
2021 Q2	$4.13M	Buy	24,000 +6,000	+33%	+$997K	0.59%	52
2021 Q1	$2.78M	Buy	+18,000	New	+$2.85M	0.46%	58

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 $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Perpetual Investment Management's AMZN Position: Q4 2022 in Review

Perpetual Investment Management reduced its Amazon (AMZN) stake by 15% in Q4 2022, selling an estimated $198K and leaving 11,300 shares worth $949K. The position accounts for 0.11% of the portfolio, ranked #113.

Perpetual Investment Management first reported a position in AMZN in Q1 2021 and has held it in 8 quarters since. The position peaked at $4.13M in Q2 2021. 4,123 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

Perpetual Investment Management held 11,300 shares of Amazon worth $949K as of Q4 2022.
Perpetual Investment Management sold 2,000 Amazon shares in Q4 2022, an estimated $198K.
Amazon made up 0.11% of Perpetual Investment Management's portfolio in Q4 2022, its #113 holding.
Perpetual Investment Management first reported a position in Amazon in Q1 2021 and has held it in 8 quarters since.
Perpetual Investment Management's Amazon position peaked at $4.13M in Q2 2021.
4,123 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.