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Winslow Evans & Crocker’s Amazon AMZN Stock Holding History

Winslow Evans & Crocker’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 		$13.4M Buy
82,480
+5,640
+7% +$900K 2.55% 3
2020
Q3 		$12.1M Buy
76,840
+1,620
+2% +$255K 2.99% 4
2020
Q2 		$10.4M Buy
75,220
+5,860
+8% +$708K 2.77% 4
2020
Q1 		$6.76M Sell
69,360
-7,560
-10% -$732K 2.23% 5
2019
Q4 		$7.11M Buy
76,920
+880
+1% +$77.9K 1.81% 6
2019
Q3 		$6.6M Buy
76,040
+1,120
+1% +$104K 1.84% 6
2019
Q2 		$7.09M Sell
74,920
-480
-0.6% -$44.7K 1.98% 5
2019
Q1 		$6.71M Buy
75,400
+1,480
+2% +$123K 1.91% 7
2018
Q4 		$5.55M Buy
73,920
+3,680
+5% +$306K 1.87% 7
2018
Q3 		$7.03M Sell
70,240
-3,040
-4% -$286K 2.13% 6
2018
Q2 		$6.23M Buy
73,280
+160
+0.2% +$12.7K 1.95% 8
2018
Q1 		$5.29M Buy
73,120
+1,640
+2% +$117K 1.71% 9
2017
Q4 		$4.18M Sell
71,480
-2,040
-3% -$112K 1.34% 11
2017
Q3 		$3.53M Sell
73,520
-23,780
-24% -$1.17M 1.17% 14
2017
Q2 		$4.65M Buy
97,300
+32,940
+51% +$1.57M 1.28% 10
2017
Q1 		$2.85M Buy
64,360
+3,720
+6% +$155K 0.9% 23
2016
Q4 		$2.27M Sell
60,640
-12,120
-17% -$475K 0.7% 30
2016
Q3 		$3.04M Buy
72,760
+600
+0.8% +$23K 0.87% 24
2016
Q2 		$2.58M Buy
72,160
+4,300
+6% +$145K 0.77% 29
2016
Q1 		$2.01M Buy
67,860
+7,380
+12% +$209K 0.61% 39
2015
Q4 		$2.04M Buy
60,480
+19,200
+47% +$605K 0.59% 37
2015
Q3 		$1.06M Sell
41,280
-5,280
-11% -$133K 0.33% 64
2015
Q2 		$1.01M Sell
46,560
-720
-2% -$15K 0.29% 78
2015
Q1 		$879K Sell
47,280
-3,280
-6% -$57.7K 0.25% 91
2014
Q4 		$785K Sell
50,560
-1,120
-2% -$17.4K 0.22% 101
2014
Q3 		$833K Sell
51,680
-3,680
-7% -$61.2K 0.24% 106
2014
Q2 		$899K Buy
55,360
+6,900
+14% +$109K 0.3% 92
2014
Q1 		$815K Buy
48,460
+2,000
+4% +$37.1K 0.28% 88
2013
Q4 		$926K Buy
+46,460
New +$835K 0.32% 82

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Winslow Evans & Crocker's AMZN Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Amazon (AMZN) stake by 7.3% in Q4 2020, buying an estimated $900K and bringing the position to 82,480 shares worth $13.4M. The position accounts for 2.55% of the portfolio, ranked #3.

Winslow Evans & Crocker first reported a position in AMZN in Q4 2013 and has held it in 29 quarters since. 3,723 funds tracked by Wall St. Rank hold AMZN as of Q4 2020.

  • Winslow Evans & Crocker held 82,480 shares of Amazon worth $13.4M as of Q4 2020.
  • Winslow Evans & Crocker bought 5,640 Amazon shares in Q4 2020, an estimated $900K.
  • Amazon made up 2.55% of Winslow Evans & Crocker's portfolio in Q4 2020, its #3 holding.
  • Winslow Evans & Crocker first reported a position in Amazon in Q4 2013 and has held it in 29 quarters since.
  • 3,723 funds tracked by Wall St. Rank held Amazon as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.