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AMZN icon

Surevest’s Amazon AMZN Stock Holding History

Surevest’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
2022
Q3 		$4.55M Buy
40,226
+1,555
+4% +$197K 1.24% 20
2022
Q2 		$4.11M Sell
38,671
-9
-0% -$1.13K 1.08% 25
2022
Q1 		$6.3M Sell
38,680
-8,560
-18% -$1.32M 1.52% 11
2021
Q4 		$7.87M Sell
47,240
-1,240
-3% -$212K 1.87% 7
2021
Q3 		$7.96M Buy
48,480
+1,360
+3% +$235K 2.01% 7
2021
Q2 		$8.1M Buy
47,120
+5,340
+13% +$888K 2.11% 6
2021
Q1 		$6.46M Sell
41,780
-5,580
-12% -$885K 1.95% 5
2020
Q4 		$7.71M Sell
47,360
-640
-1% -$102K 2.57% 4
2020
Q3 		$7.55M Sell
48,000
-5,480
-10% -$864K 2.97% 3
2020
Q2 		$7.38M Buy
53,480
+5,760
+12% +$696K 3.26% 3
2020
Q1 		$4.65M Buy
47,720
+15,700
+49% +$1.52M 2.53% 2
2019
Q4 		$2.96M Hold
32,020
– – 1.26% 13
2019
Q3 		$2.78M Sell
32,020
-80
-0.2% -$7.42K 1.37% 14
2019
Q2 		$3.04M Sell
32,100
-2,860
-8% -$266K 1.58% 13
2019
Q1 		$3.11M Buy
34,960
+10,680
+44% +$889K 1.92% 12
2018
Q4 		$1.82M Buy
+24,280
New +$2.02M 1.44% 24

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Surevest's AMZN Position: Q3 2022 in Review

Surevest increased its Amazon (AMZN) stake by 4% in Q3 2022, buying an estimated $197K and bringing the position to 40,226 shares worth $4.55M. The position accounts for 1.24% of the portfolio, ranked #20.

Surevest first reported a position in AMZN in Q4 2018 and has held it in 16 quarters since. The position peaked at $8.1M in Q2 2021. 4,074 funds tracked by Wall St. Rank hold AMZN as of Q3 2022.

  • Surevest held 40,226 shares of Amazon worth $4.55M as of Q3 2022.
  • Surevest bought 1,555 Amazon shares in Q3 2022, an estimated $197K.
  • Amazon made up 1.24% of Surevest's portfolio in Q3 2022, its #20 holding.
  • Surevest first reported a position in Amazon in Q4 2018 and has held it in 16 quarters since.
  • Surevest's Amazon position peaked at $8.1M in Q2 2021.
  • 4,074 funds tracked by Wall St. Rank held Amazon as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.