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AMZN icon

UBS’s Amazon AMZN Stock Holding History

UBS’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
2014
Q3 		$89.3M Buy
5,536,000
+1,976,000
+56% +$32.9M 0.07% 301
2014
Q2 		$57.8M Buy
3,560,000
+85,200
+2% +$1.35M 0.05% 395
2014
Q1 		$58.4M Buy
3,474,800
+1,830,800
+111% +$34M 0.05% 362
2013
Q4 		$32.8M Sell
1,644,000
-304,000
-16% -$5.47M 0.03% 555
2013
Q3 		$30.5M Sell
1,948,000
-3,364,600
-63% -$50.1M 0.03% 525
2013
Q2 		$73.8M Buy
+5,312,600
New +$70.8M 0.09% 231

Other funds holding AMZN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS's AMZN Position: Q3 2014 in Review

UBS increased its Amazon (AMZN) stake by 9.2% in Q3 2014, buying an estimated $13M and bringing the position to 9,246,920 shares worth $149M. The position accounts for 0.11% of the portfolio, ranked #204.

UBS first reported a position in AMZN in Q2 2013 and has held it in 6 quarters since. The position peaked at $188M in Q4 2013. 980 funds tracked by Wall St. Rank hold AMZN as of Q3 2014.

  • UBS held 9,246,920 shares of Amazon worth $149M as of Q3 2014.
  • UBS bought 782,260 Amazon shares in Q3 2014, an estimated $13M.
  • Amazon made up 0.11% of UBS's portfolio in Q3 2014, its #204 holding.
  • UBS first reported a position in Amazon in Q2 2013 and has held it in 6 quarters since.
  • UBS's Amazon position peaked at $188M in Q4 2013.
  • 980 funds tracked by Wall St. Rank held Amazon as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.