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SW Investment Management’s Amazon AMZN Stock Holding History

SW Investment 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
2022
Q3 		– Sell
-50,000
Closed -$5.31M – 9
2022
Q2 		$5.31M Sell
50,000
-210,000
-81% -$26.3M 3% 6
2022
Q1 		$42.4M Buy
260,000
+10,000
+4% +$1.55M 14.86% 3
2021
Q4 		$41.7M Buy
250,000
+10,000
+4% +$1.71M 14.17% 3
2021
Q3 		$39.4M Hold
240,000
– – 15.68% 3
2021
Q2 		$41.3M Buy
240,000
+180,000
+300% +$29.9M 15.79% 3
2021
Q1 		$9.28M Hold
60,000
– – 4.35% 8
2020
Q4 		$9.77M Buy
+60,000
New +$9.57M 5.98% 5

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

SW Investment Management's AMZN Position: Q3 2022 in Review

SW Investment Management sold out of Amazon (AMZN) in Q3 2022, closing a stake of 50,000 shares — an estimated $5.31M sold.

SW Investment Management first reported a position in AMZN in Q4 2020 and held it in 7 quarters. The position peaked at $42.4M in Q1 2022. 4,075 funds tracked by Wall St. Rank hold AMZN as of Q3 2022.

  • SW Investment Management reported no remaining Amazon position as of Q3 2022 after selling out during the quarter.
  • SW Investment Management sold 50,000 Amazon shares in Q3 2022, an estimated $5.31M.
  • SW Investment Management first reported a position in Amazon in Q4 2020 and held it in 7 quarters.
  • SW Investment Management's Amazon position peaked at $42.4M in Q1 2022.
  • 4,075 funds tracked by Wall St. Rank held Amazon as of Q3 2022.

Based on SW Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.