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.
π 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: β51.2%.
π₯ Exceptional β beat the S&P 500 by 12.6% per year on this position.
52 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
23 of 49 add/trim decisions correct
Best entry: $13.32 (2013 Q1) Β· Worst: $230.82 (2025 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
37 adds Β· 14 trims. Bought during 11 of 17 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.87% of portfolio
β 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.
As of 2025 Q4 β sorted by position size