Stone Asset Management’s Amazon AMZN Stock Holding History

Stone Asset 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
2023 Q1	$308K	Sell	2,980 -1,840	-38%	-$178K	0.49%	27
2022 Q4	$405K	Sell	4,820 -200	-4%	-$19.8K	0.25%	33
2022 Q3	$567K	Buy	5,020 +200	+4%	+$25.3K	0.37%	29
2022 Q2	$512K	Sell	4,820 -860	-15%	-$108K	0.32%	35
2022 Q1	$926K	Buy	5,680 +860	+18%	+$133K	0.52%	29
2021 Q4	$804K	Buy	+4,820	New	+$825K	0.47%	23

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Stone Asset Management's AMZN Position: Q1 2023 in Review

Stone Asset Management reduced its Amazon (AMZN) stake by 38% in Q1 2023, selling an estimated $178K and leaving 2,980 shares worth $308K. The position accounts for 0.49% of the portfolio, ranked #27.

Stone Asset Management first reported a position in AMZN in Q4 2021 and has held it in 6 quarters since. The position peaked at $926K in Q1 2022. 4,156 funds tracked by Wall St. Rank hold AMZN as of Q1 2023.

Stone Asset Management held 2,980 shares of Amazon worth $308K as of Q1 2023.
Stone Asset Management sold 1,840 Amazon shares in Q1 2023, an estimated $178K.
Amazon made up 0.49% of Stone Asset Management's portfolio in Q1 2023, its #27 holding.
Stone Asset Management first reported a position in Amazon in Q4 2021 and has held it in 6 quarters since.
Stone Asset Management's Amazon position peaked at $926K in Q1 2022.
4,156 funds tracked by Wall St. Rank held Amazon as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.