Stewart & Patten Company’s Amazon AMZN Stock Holding History

Stewart & Patten Company’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
2024 Q1	$475K	Sell	2,634 -50	-2%	-$8.35K	0.07%	61
2023 Q4	$408K	Sell	2,684 -30	-1%	-$4.21K	0.06%	64
2023 Q3	$345K	Hold	2,714	–	–	0.06%	63
2023 Q2	$354K	Hold	2,714	–	–	0.06%	64
2023 Q1	$280K	Sell	2,714 -620	-19%	-$59.9K	0.05%	74
2022 Q4	$280K	Buy	3,334 +113	+4%	+$11.2K	0.05%	74
2022 Q3	$364K	Buy	3,221 +820	+34%	+$104K	0.07%	59
2022 Q2	$255K	Buy	2,401 +21	+0.9%	+$2.63K	0.05%	74
2022 Q1	$388K	Buy	2,380 +160	+7%	+$24.7K	0.06%	60
2021 Q4	$370K	Hold	2,220	–	–	0.06%	65
2021 Q3	$365K	Hold	2,220	–	–	0.06%	62
2021 Q2	$382K	Buy	2,220 +100	+5%	+$16.6K	0.06%	64
2021 Q1	$328K	Buy	2,120 +140	+7%	+$22.2K	0.05%	67
2020 Q4	$322K	Buy	1,980 +20	+1%	+$3.19K	0.05%	68
2020 Q3	$309K	Hold	1,960	–	–	0.06%	69
2020 Q2	$270K	Buy	+1,960	New	+$237K	0.05%	74
2020 Q1	–	Sell	-2,620	Closed	-$242K	–	86
2019 Q4	$242K	Buy	+2,620	New	+$232K	0.04%	85

Other funds holding AMZN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $245B 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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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