AMZN β€” Amazon.com COM

Ownership history in EVERETT HARRIS & CO /CA/  Β·  54 quarters on record

This page tracks every 13F SEC filing in which EVERETT HARRIS & CO /CA/ reported a position in Amazon.com COM (AMZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.28% (2020 Q3)
πŸ“Š Avg. % of fund
1.61%
πŸ“… First filed
2012 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
54

Position Intelligence

EVERETT HARRIS & CO /CA/ Γ— AMZN AI Analytics

πŸ“ˆ EVERETT HARRIS & CO /CA/ outperformed the S&P 500 by +12.6% annually on this AMZN position. Timing score: 47% (23/49 decisions correct). Average cost basis: $105.43. Maximum drawdown during holding period: –51.2%.

πŸ“ˆ Position Alpha vs SPY
+12.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 12.6% per year on this position.
52 quarters analyzed

⏱️ Timing Score
47%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
23 of 49 add/trim decisions correct

πŸ’° Entry Quality
$105.43
+118.9% vs current ($230.82)

Best entry: $13.32 (2013 Q1)  Β·  Worst: $230.82 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–51.2%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
73%
buy-side decisions

37 adds Β· 14 trims. Bought during 11 of 17 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 2.87% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AMZN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,026,862 +3,120 +0.3% 2.87% $237.0M $230.82
2025 Q3 REDUCED 1,023,742 -11,877 -1.1% 2.77% $224.8M $219.57
2025 Q2 REDUCED 1,035,619 -5,514 -0.5% 2.92% $227.2M $219.39
2025 Q1 ADDED 1,041,133 +5,474 +0.5% 2.54% $198.1M $190.26
2024 Q4 ADDED 1,035,659 +15,233 +1.5% 2.87% $227.2M $219.39
2024 Q3 REDUCED 1,020,426 -6,207 -0.6% 2.36% $190.1M $186.33
2024 Q2 ADDED 1,026,633 +1,265 +0.1% 2.54% $198.4M $193.25
2024 Q1 REDUCED 1,025,368 -11,094 -1.1% 2.45% $185.0M $180.38
2023 Q4 REDUCED 1,036,462 -3,482 -0.3% 2.25% $157.5M $151.94
2023 Q3 REDUCED 1,039,944 -9,204 -0.9% 2.06% $132.2M $127.12
44 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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