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AMZN icon

Rikoon Group’s Amazon AMZN Stock Holding History

Rikoon Group’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
Q1 		$9.48M Buy
61,280
+360
+0.6% +$57.1K 2.52% 7
2020
Q4 		$9.92M Buy
60,920
+200
+0.3% +$31.9K 2.77% 7
2020
Q3 		$9.56M Buy
60,720
+720
+1% +$114K 2.95% 6
2020
Q2 		$8.28M Sell
60,000
-920
-2% -$111K 2.76% 7
2020
Q1 		$5.94M Buy
60,920
+19,840
+48% +$1.92M 2.46% 7
2019
Q4 		$3.79M Sell
41,080
-300
-0.7% -$26.6K 1.31% 17
2019
Q3 		$3.59M Sell
41,380
-380
-0.9% -$35.2K 1.33% 18
2019
Q2 		$3.95M Sell
41,760
-280
-0.7% -$26.1K 1.47% 18
2019
Q1 		$3.74M Hold
42,040
– – 1.39% 18
2018
Q4 		$3.16M Buy
42,040
+420
+1% +$34.9K 1.31% 18
2018
Q3 		$4.17M Buy
41,620
+140
+0.3% +$13.2K 1.48% 16
2018
Q2 		$3.52M Sell
41,480
-460
-1% -$36.5K 1.35% 18
2018
Q1 		$2.88M Buy
41,940
+4,120
+11% +$295K 1.17% 23
2017
Q4 		$2.21M Hold
37,820
– – 0.91% 30
2017
Q3 		$1.82M Buy
37,820
+2,000
+6% +$98.2K 0.79% 36
2017
Q2 		$1.73M Hold
35,820
– – 0.77% 41
2017
Q1 		$1.66M Hold
35,820
– – 0.73% 41
2016
Q4 		$1.48M Buy
35,820
+28,200
+370% +$1.11M 0.65% 46
2016
Q3 		$319K Buy
+7,620
New +$292K 0.25% 100

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rikoon Group's AMZN Position: Q1 2021 in Review

Rikoon Group increased its Amazon (AMZN) stake by 0.59% in Q1 2021, buying an estimated $57.1K and bringing the position to 61,280 shares worth $9.48M. The position accounts for 2.52% of the portfolio, ranked #7.

Rikoon Group first reported a position in AMZN in Q3 2016 and has held it in 19 quarters since. The position peaked at $9.92M in Q4 2020. 3,698 funds tracked by Wall St. Rank hold AMZN as of Q1 2021.

  • Rikoon Group held 61,280 shares of Amazon worth $9.48M as of Q1 2021.
  • Rikoon Group bought 360 Amazon shares in Q1 2021, an estimated $57.1K.
  • Amazon made up 2.52% of Rikoon Group's portfolio in Q1 2021, its #7 holding.
  • Rikoon Group first reported a position in Amazon in Q3 2016 and has held it in 19 quarters since.
  • Rikoon Group's Amazon position peaked at $9.92M in Q4 2020.
  • 3,698 funds tracked by Wall St. Rank held Amazon as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.