SEC 13F Intelligence

Surevest, LLC / AMZN

Surevest, LLC’s Amazon Com Inc Position

Does Surevest, LLC own Amazon Com Inc (AMZN)? Yes40.2K shares worth $5M (+1.24% of its 13F portfolio) as of Q3 2022, up from 38.7K shares the prior filed quarter.

Position Value
$5M
Q3 2022
Shares
40.2K
% of Portfolio
+1.24%
Quarters Held
16
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ2 ’19Q3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $5MQ2 ’20: $7MQ2 ’20Q3 ’20: $8MQ4 ’20: $8MQ4 ’20Q1 ’21: $6MQ2 ’21: $8MQ2 ’21Q3 ’21: $8MQ4 ’21: $8MQ4 ’21Q1 ’22: $6MQ2 ’22: $4MQ2 ’22Q3 ’22: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202240.2K$5M+1.24%
Q2 202238.7K$4M+1.08%
Q1 20221.9K$6M+1.52%
Q4 20212.4K$8M+1.87%
Q3 20212.4K$8M+2.01%
Q2 20212.4K$8M+2.11%
Q1 20212.1K$6M+1.95%
Q4 20202.4K$8M+2.57%
Q3 20202.4K$8M+2.97%
Q2 20202.7K$7M+3.26%
Q1 20202.4K$5M+2.53%
Q4 20191.6K$3M+1.26%
Q3 20191.6K$3M+1.37%
Q2 20191.6K$3M+1.58%
Q1 20191.7K$3M+1.92%
Q4 20181.2K$2M+1.44%

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