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Wellesley Investment Partners’s Amazon AMZN Stock Holding History

Wellesley Investment Partners’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
2020
Q3 		$749K Buy
4,760
+560
+13% +$88.3K 0.26% 37
2020
Q2 		$579K Hold
4,200
– – 0.2% 56
2020
Q1 		$409K Buy
4,200
+180
+4% +$17.4K 0.16% 62
2019
Q4 		$371K Hold
4,020
– – 0.11% 82
2019
Q3 		$349K Buy
4,020
+440
+12% +$40.8K 0.11% 83
2019
Q2 		$338K Buy
3,580
+180
+5% +$16.8K 0.12% 84
2019
Q1 		$302K Buy
3,400
+240
+8% +$20K 0.1% 93
2018
Q4 		$237K Hold
3,160
– – 0.08% 109
2018
Q3 		$316K Hold
3,160
– – 0.1% 100
2018
Q2 		$268K Buy
3,160
+100
+3% +$7.94K 0.09% 111
2018
Q1 		$221K Buy
+3,060
New +$219K 0.08% 120

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellesley Investment Partners's AMZN Position: Q3 2020 in Review

Wellesley Investment Partners increased its Amazon (AMZN) stake by 13% in Q3 2020, buying an estimated $88.3K and bringing the position to 4,760 shares worth $749K. The position accounts for 0.26% of the portfolio, ranked #37.

Wellesley Investment Partners first reported a position in AMZN in Q1 2018 and has held it in 11 quarters since. 3,339 funds tracked by Wall St. Rank hold AMZN as of Q3 2020.

  • Wellesley Investment Partners held 4,760 shares of Amazon worth $749K as of Q3 2020.
  • Wellesley Investment Partners bought 560 Amazon shares in Q3 2020, an estimated $88.3K.
  • Amazon made up 0.26% of Wellesley Investment Partners's portfolio in Q3 2020, its #37 holding.
  • Wellesley Investment Partners first reported a position in Amazon in Q1 2018 and has held it in 11 quarters since.
  • 3,339 funds tracked by Wall St. Rank held Amazon as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.