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Sargent Bickham Lagudis’s Amazon AMZN Stock Holding History

Sargent Bickham Lagudis’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 		$8.14M Sell
96,905
-7,958
-8% -$786K 0.67% 35
2022
Q3 		$11.8M Buy
104,863
+3,711
+4% +$469K 1.06% 22
2022
Q2 		$10.7M Sell
101,152
-628
-0.6% -$78.6K 0.93% 22
2022
Q1 		$16.6M Sell
101,780
-12,420
-11% -$1.92M 1.29% 19
2021
Q4 		$19M Sell
114,200
-2,320
-2% -$397K 1.44% 13
2021
Q3 		$19.1M Sell
116,520
-1,640
-1% -$283K 1.56% 12
2021
Q2 		$20.3M Buy
118,160
+2,900
+3% +$482K 1.66% 10
2021
Q1 		$17.8M Sell
115,260
-200
-0.2% -$31.7K 1.57% 11
2020
Q4 		$18.8M Sell
115,460
-880
-0.8% -$140K 1.74% 10
2020
Q3 		$18.3M Sell
116,340
-3,840
-3% -$605K 1.84% 11
2020
Q2 		$16.6M Sell
120,180
-2,300
-2% -$278K 1.78% 12
2020
Q1 		$11.9M Buy
122,480
+19,920
+19% +$1.93M 1.54% 12
2019
Q4 		$9.47M Sell
102,560
-480
-0.5% -$42.5K 1.05% 17
2019
Q3 		$8.94M Sell
103,040
-21,600
-17% -$2M 1.08% 18
2019
Q2 		$11.8M Sell
124,640
-2,760
-2% -$257K 1.4% 12
2019
Q1 		$11.3M Buy
127,400
+1,180
+0.9% +$98.2K 1.31% 14
2018
Q4 		$9.48M Buy
126,220
+1,420
+1% +$118K 1.23% 17
2018
Q3 		$12.5M Sell
124,800
-5,020
-4% -$472K 1.48% 12
2018
Q2 		$11M Sell
129,820
-2,220
-2% -$176K 1.37% 15
2018
Q1 		$9.55M Sell
132,040
-10,620
-7% -$759K 1.19% 17
2017
Q4 		$8.34M Buy
142,660
+2,680
+2% +$147K 1% 22
2017
Q3 		$6.73M Buy
139,980
+1,020
+0.7% +$50.1K 0.84% 25
2017
Q2 		$6.73M Sell
138,960
-5,940
-4% -$283K 0.86% 25
2017
Q1 		$6.42M Sell
144,900
-8,120
-5% -$338K 0.83% 25
2016
Q4 		$5.74M Buy
153,020
+150,460
+5,877% +$5.9M 0.89% 25
2016
Q3 		$7.1K Sell
2,560
-172,400
-99% -$6.6M 1.07% 19
2016
Q2 		$6.26M Buy
174,960
+3,600
+2% +$122K 0.97% 20
2016
Q1 		$5.09M Buy
+171,360
New +$4.86M 0.82% 26

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

Sargent Bickham Lagudis's AMZN Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Amazon (AMZN) stake by 7.6% in Q4 2022, selling an estimated $786K and leaving 96,905 shares worth $8.14M. The position accounts for 0.67% of the portfolio, ranked #35.

Sargent Bickham Lagudis first reported a position in AMZN in Q1 2016 and has held it in 28 quarters since. The position peaked at $20.3M in Q2 2021. 4,120 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

  • Sargent Bickham Lagudis held 96,905 shares of Amazon worth $8.14M as of Q4 2022.
  • Sargent Bickham Lagudis sold 7,958 Amazon shares in Q4 2022, an estimated $786K.
  • Amazon made up 0.67% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #35 holding.
  • Sargent Bickham Lagudis first reported a position in Amazon in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Amazon position peaked at $20.3M in Q2 2021.
  • 4,120 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.