SEC 13F Intelligence

Willingdon Wealth Management / AMZN

Willingdon Wealth Management’s Amazon Com Inc Position

Does Willingdon Wealth Management own Amazon Com Inc (AMZN)? Yes — 4.2K shares worth $8M (+2.05% of its 13F portfolio) as of Q1 2020, down from 4.4K shares the prior filed quarter.

Position Value
$8M
Q1 2020
Shares
4.2K
% of Portfolio
+2.05%
Quarters Held
6
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ1 ’19Q2 ’19: $7MQ2 ’19Q3 ’19: $8MQ3 ’19Q4 ’19: $8MQ4 ’19Q1 ’20: $8MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20204.2K$8M+2.05%
Q4 20194.4K$8M+1.69%
Q3 20194.3K$8M+1.65%
Q2 20193.8K$7M+1.69%
Q1 20192.7K$5M+1.19%
Q4 20182.8K$4M+1.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Willingdon Wealth Management’s full portfolio or all institutional holders of AMZN.