SBB Research Group’s Amazon AMZN Stock Holding History

SBB Research 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
2023 Q3	$508K	Hold	4,000	–	–	0.91%	20
2023 Q2	$521K	Hold	4,000	–	–	0.95%	19
2023 Q1	$413K	Hold	4,000	–	–	0.58%	25
2022 Q4	$336K	Sell	4,000 -3,000	-43%	-$296K	0.49%	24
2022 Q3	$791K	Hold	7,000	–	–	1.12%	16
2022 Q2	$743K	Hold	7,000	–	–	0.3%	22
2022 Q1	$1.14M	Buy	7,000 +300	+4%	+$46.4K	0.25%	17
2021 Q4	$1.12M	Buy	+6,700	New	+$1.15M	0.17%	18

Other funds holding AMZN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Norges Bank Oslo, Norway $935B AUM

SBB Research Group's AMZN Position: Q3 2023 in Review

SBB Research Group held its Amazon (AMZN) position steady in Q3 2023 at 4,000 shares worth $508K. The position accounts for 0.91% of the portfolio, ranked #20.

SBB Research Group first reported a position in AMZN in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.14M in Q1 2022. 4,375 funds tracked by Wall St. Rank hold AMZN as of Q3 2023.

SBB Research Group held 4,000 shares of Amazon worth $508K as of Q3 2023.
SBB Research Group left its Amazon share count unchanged in Q3 2023.
Amazon made up 0.91% of SBB Research Group's portfolio in Q3 2023, its #20 holding.
SBB Research Group first reported a position in Amazon in Q4 2021 and has held it in 8 quarters since.
SBB Research Group's Amazon position peaked at $1.14M in Q1 2022.
4,375 funds tracked by Wall St. Rank held Amazon as of Q3 2023.

Based on SBB Research Group's 13F filing for Q3 2023, filed 13 Nov 2023.