Calvert Balanced Fund AMZN Holdings History
Calvert Balanced Fund's Amazon.com Inc Holding Summary
As of 2025-03-31, CALVERT SOCIAL INVESTMENT FUND held 202,530.00 shares of Amazon.com Inc(AMZN), totaling $38.53 Mil. This investment constitutes 4.77% of their stock portfolio, and CALVERT SOCIAL INVESTMENT FUND now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2019Q3. And since then Calvert Balanced Fund has made 10 purchases of AMZN, at an average price of $104.86, for a total of 362,920.00 shares. In addition, there have been 10 sales at an average price of $144.68 for 160,390.00 shares. Based on historical transaction data and AMZN's current price of $223.41, Calvert Balanced Fund's estimated gain on his AMZN holdings is $30.40 Mil, reflecting a 79.88% gain to date.
Calvert Balanced Fund AMZN ($223.41) Holding Chart
Calvert Balanced Fund AMZN ($223.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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