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Unified Trust Company’s Amazon AMZN Stock Holding History

Unified Trust Company’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
2021
Q3 		$3.96M Buy
24,140
+120
+0.5% +$20.7K 1.17% 36
2021
Q2 		$4.13M Buy
24,020
+1,580
+7% +$263K 1.22% 37
2021
Q1 		$3.47M Buy
22,440
+1,160
+5% +$184K 1.13% 38
2020
Q4 		$3.32M Buy
21,280
+740
+4% +$118K 1.93% 27
2020
Q3 		$3.23M Sell
20,540
-440
-2% -$69.4K 2.29% 22
2020
Q2 		$2.89M Buy
+20,980
New +$2.53M 2.18% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Unified Trust Company's AMZN Position: Q3 2021 in Review

Unified Trust Company increased its Amazon (AMZN) stake by 0.5% in Q3 2021, buying an estimated $20.7K and bringing the position to 24,140 shares worth $3.96M. The position accounts for 1.17% of the portfolio, ranked #36.

Unified Trust Company first reported a position in AMZN in Q2 2020 and has held it in 6 quarters since. The position peaked at $4.13M in Q2 2021. 3,701 funds tracked by Wall St. Rank hold AMZN as of Q3 2021.

  • Unified Trust Company held 24,140 shares of Amazon worth $3.96M as of Q3 2021.
  • Unified Trust Company bought 120 Amazon shares in Q3 2021, an estimated $20.7K.
  • Amazon made up 1.17% of Unified Trust Company's portfolio in Q3 2021, its #36 holding.
  • Unified Trust Company first reported a position in Amazon in Q2 2020 and has held it in 6 quarters since.
  • Unified Trust Company's Amazon position peaked at $4.13M in Q2 2021.
  • 3,701 funds tracked by Wall St. Rank held Amazon as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.