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Winifred I. Li’s Amazon AMZN Stock Holding History

Winifred I. Li’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
Q4 		$151K Sell
9,720
-1,380
-12% -$21.5K 0.14% 136
2014
Q3 		$179K Sell
11,100
-80
-0.7% -$1.33K 0.17% 124
2014
Q2 		$182K Hold
11,180
– – 0.15% 134
2014
Q1 		$188K Buy
11,180
+3,260
+41% +$60.5K 0.16% 132
2013
Q4 		$158K Buy
7,920
+140
+2% +$2.52K 0.14% 142
2013
Q3 		$122K Sell
7,780
-360
-4% -$5.37K 0.11% 159
2013
Q2 		$113K Buy
+8,140
New +$108K 0.11% 167

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Winifred I. Li's AMZN Position: Q4 2014 in Review

Winifred I. Li reduced its Amazon (AMZN) stake by 12% in Q4 2014, selling an estimated $21.5K and leaving 9,720 shares worth $151K. The position accounts for 0.14% of the portfolio, ranked #136.

Winifred I. Li first reported a position in AMZN in Q2 2013 and has held it in 7 quarters since. The position peaked at $188K in Q1 2014. 1,041 funds tracked by Wall St. Rank hold AMZN as of Q4 2014.

  • Winifred I. Li held 9,720 shares of Amazon worth $151K as of Q4 2014.
  • Winifred I. Li sold 1,380 Amazon shares in Q4 2014, an estimated $21.5K.
  • Amazon made up 0.14% of Winifred I. Li's portfolio in Q4 2014, its #136 holding.
  • Winifred I. Li first reported a position in Amazon in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Amazon position peaked at $188K in Q1 2014.
  • 1,041 funds tracked by Wall St. Rank held Amazon as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.