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Sugarloaf Wealth Management’s Amazon AMZN Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$4.79M Sell
21,821
-2,238
-9% -$458K 0.91% 18
2024
Q3 		$4.48M Buy
24,059
+19,126
+388% +$3.49M 0.85% 20
2024
Q2 		$953K Buy
4,933
+1,356
+38% +$249K 0.19% 57
2024
Q1 		$645K Buy
3,577
+180
+5% +$30K 0.13% 72
2023
Q4 		$516K Buy
3,397
+5
+0.1% +$701 0.12% 81
2023
Q3 		$431K Buy
3,392
+99
+3% +$13.3K 0.11% 83
2023
Q2 		$429K Sell
3,293
-570
-15% -$65.1K 0.1% 86
2023
Q1 		$399K Sell
3,863
-912
-19% -$88.1K 0.1% 87
2022
Q4 		$401K Sell
4,775
-17,917
-79% -$1.77M 0.1% 85
2022
Q3 		$2.57M Buy
22,692
+2,538
+13% +$321K 0.66% 19
2022
Q2 		$2.14M Buy
20,154
+5,534
+38% +$692K 0.54% 30
2022
Q1 		$2.4M Buy
14,620
+1,480
+11% +$229K 0.57% 28
2021
Q4 		$2.19M Buy
13,140
+920
+8% +$157K 0.52% 32
2021
Q3 		$2.01M Buy
12,220
+1,160
+10% +$200K 0.53% 29
2021
Q2 		$1.9M Buy
11,060
+960
+10% +$160K 0.52% 30
2021
Q1 		$1.56K Buy
10,100
+1,700
+20% +$269K 0.47% 29
2020
Q4 		$1.37M Buy
8,400
+460
+6% +$73.4K 0.46% 33
2020
Q3 		$1.25M Buy
7,940
+1,040
+15% +$164K 0.46% 34
2020
Q2 		$952K Buy
6,900
+3,800
+123% +$459K 0.37% 44
2020
Q1 		$302K Buy
3,100
+400
+15% +$38.7K 0.14% 81
2019
Q4 		$249K Buy
+2,700
New +$239K 0.11% 105

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
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 $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sugarloaf Wealth Management's AMZN Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Amazon (AMZN) stake by 9.3% in Q4 2024, selling an estimated $458K and leaving 21,821 shares worth $4.79M. The position accounts for 0.91% of the portfolio, ranked #18.

Sugarloaf Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 21 quarters since. 5,541 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

  • Sugarloaf Wealth Management held 21,821 shares of Amazon worth $4.79M as of Q4 2024.
  • Sugarloaf Wealth Management sold 2,238 Amazon shares in Q4 2024, an estimated $458K.
  • Amazon made up 0.91% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #18 holding.
  • Sugarloaf Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 21 quarters since.
  • 5,541 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.