ZF
AMZN icon

Zega Financial’s Amazon AMZN Stock Holding History

Zega Financial’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
2024
Q3 		$11.9M Buy
63,650
+11,892
+23% +$2.17M 1.8% 9
2024
Q2 		$10M Buy
51,758
+9,167
+22% +$1.68M 1.78% 9
2024
Q1 		$7.68M Buy
42,591
+10,753
+34% +$1.79M 2.63% 9
2023
Q4 		$4.84M Buy
+31,838
New +$4.46M 1.55% 12

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

Zega Financial's AMZN Position: Q3 2024 in Review

Zega Financial increased its Amazon (AMZN) stake by 23% in Q3 2024, buying an estimated $2.17M and bringing the position to 63,650 shares worth $11.9M. The position accounts for 1.8% of the portfolio, ranked #9.

Zega Financial first reported a position in AMZN in Q4 2023 and has held it in 4 quarters since. 4,916 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • Zega Financial held 63,650 shares of Amazon worth $11.9M as of Q3 2024.
  • Zega Financial bought 11,892 Amazon shares in Q3 2024, an estimated $2.17M.
  • Amazon made up 1.8% of Zega Financial's portfolio in Q3 2024, its #9 holding.
  • Zega Financial first reported a position in Amazon in Q4 2023 and has held it in 4 quarters since.
  • 4,916 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.