Stack Financial Management’s Amazon AMZN Stock Holding History

Stack Financial 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
2019 Q3	–	Sell	-17,660	Closed	-$1.67M	–	48
2019 Q2	$1.67M	Hold	17,660	–	–	0.19%	43
2019 Q1	$1.57M	Hold	17,660	–	–	0.19%	43
2018 Q4	$1.33M	Hold	17,660	–	–	0.16%	44
2018 Q3	$1.77M	Hold	17,660	–	–	0.19%	48
2018 Q2	$1.5M	Hold	17,660	–	–	0.17%	46
2018 Q1	$1.28M	Sell	17,660 -3,600	-17%	-$257K	0.15%	45
2017 Q4	$1.24M	Hold	21,260	–	–	0.13%	51
2017 Q3	$1.02M	Hold	21,260	–	–	0.11%	50
2017 Q2	$1.03M	Hold	21,260	–	–	0.11%	52
2017 Q1	$942K	Hold	21,260	–	–	0.1%	52
2016 Q4	$797K	Hold	21,260	–	–	0.09%	53
2016 Q3	$890K	Hold	21,260	–	–	0.1%	51
2016 Q2	$761K	Hold	21,260	–	–	0.1%	47
2016 Q1	$631K	Hold	21,260	–	–	0.08%	46
2015 Q4	$718K	Hold	21,260	–	–	0.09%	47
2015 Q3	$544K	Hold	21,260	–	–	0.08%	46
2015 Q2	$461K	Hold	21,260	–	–	0.06%	48
2015 Q1	$396K	Hold	21,260	–	–	0.05%	48
2014 Q4	$330K	Hold	21,260	–	–	0.04%	52
2014 Q3	$343K	Hold	21,260	–	–	0.04%	52
2014 Q2	$345K	Hold	21,260	–	–	0.04%	54
2014 Q1	$358K	Hold	21,260	–	–	0.05%	51
2013 Q4	$424K	Hold	21,260	–	–	0.06%	46
2013 Q3	$332K	Hold	21,260	–	–	0.05%	46
2013 Q2	$295K	Buy	+21,260	New	+$283K	0.04%	50

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Stack Financial Management's AMZN Position: Q3 2019 in Review

Stack Financial Management sold out of Amazon (AMZN) in Q3 2019, closing a stake of 17,660 shares — an estimated $1.67M sold.

Stack Financial Management first reported a position in AMZN in Q2 2013 and held it in 25 quarters. The position peaked at $1.77M in Q3 2018. 2,707 funds tracked by Wall St. Rank hold AMZN as of Q3 2019.

Stack Financial Management reported no remaining Amazon position as of Q3 2019 after selling out during the quarter.
Stack Financial Management sold 17,660 Amazon shares in Q3 2019, an estimated $1.67M.
Stack Financial Management first reported a position in Amazon in Q2 2013 and held it in 25 quarters.
Stack Financial Management's Amazon position peaked at $1.77M in Q3 2018.
2,707 funds tracked by Wall St. Rank held Amazon as of Q3 2019.

Based on Stack Financial Management's 13F filing for Q3 2019, filed 29 Oct 2019.