SEC 13F Intelligence

Squar Milner Financial Services LLC / AMZN

Squar Milner Financial Services LLC’s Amazon Com Inc Position

Does Squar Milner Financial Services LLC own Amazon Com Inc (AMZN)? Yes — 1.8K shares worth $3M (+2.07% of its 13F portfolio) as of Q1 2020, up from 1.1K shares the prior filed quarter.

Position Value
$3M
Q1 2020
Shares
1.8K
% of Portfolio
+2.07%
Quarters Held
6
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $377,000Q4 ’18Q1 ’19: $446,000Q1 ’19Q2 ’19: $462,000Q2 ’19Q3 ’19: $421,000Q3 ’19Q4 ’19: $2MQ4 ’19Q1 ’20: $3MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20201.8K$3M+2.07%
Q4 20191.1K$2M+0.97%
Q3 2019243$421,000+0.26%
Q2 2019244$462,000+0.31%
Q1 2019251$446,000+0.33%
Q4 2018251$377,000+0.36%

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