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Winfield Associates’s Amazon AMZN Stock Holding History

Winfield Associates’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
Q4 		– Sell
-2,000
Closed -$315K – 135
2020
Q3 		$315K Sell
2,000
-2,000
-50% -$315K 0.15% 92
2020
Q2 		$552K Hold
4,000
– – 0.28% 73
2020
Q1 		$390K Buy
+4,000
New +$387K 0.25% 74

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $4.49B AUM 19.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winfield Associates's AMZN Position: Q1 2022 in Review

Winfield Associates reduced its Amazon (AMZN) stake by 2.9% in Q1 2022, selling an estimated $553K and leaving 120,700 shares worth $19.7M. The position accounts for 7.12% of the portfolio, ranked #2.

Winfield Associates first reported a position in AMZN in Q4 2013 and has held it in 34 quarters since. The position peaked at $21.2M in Q2 2021. 4,164 funds tracked by Wall St. Rank hold AMZN as of Q1 2022.

  • Winfield Associates held 120,700 shares of Amazon worth $19.7M as of Q1 2022.
  • Winfield Associates sold 3,580 Amazon shares in Q1 2022, an estimated $553K.
  • Amazon made up 7.12% of Winfield Associates's portfolio in Q1 2022, its #2 holding.
  • Winfield Associates first reported a position in Amazon in Q4 2013 and has held it in 34 quarters since.
  • Winfield Associates's Amazon position peaked at $21.2M in Q2 2021.
  • 4,164 funds tracked by Wall St. Rank held Amazon as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.