Number of Shares
13,850.00
Current Holdings Value*
$2.94 Mil
% of Portfolio
9.37%
Total Estimate Gain
$1.09 Mil
% of Total Estimate Gain
35.52%

EVOLUTIONARY TREE INNOVATORS FUND's Amazon.com Inc Holding Summary

As of 2025-02-28, Ultimus Managers Trust held 13,850.00 shares of Amazon.com Inc(AMZN), totaling $2.94 Mil. This investment constitutes 9.37% of their stock portfolio, and Ultimus Managers Trust now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2021Q4. And since then EVOLUTIONARY TREE INNOVATORS FUND has made 5 purchases of AMZN, at an average price of $146.22, for a total of 20,925.00 shares. In addition, there have been 8 sales at an average price of $150.99 for 7,075.00 shares. Based on historical transaction data and AMZN's current price of $222.26, EVOLUTIONARY TREE INNOVATORS FUND's estimated gain on his AMZN holdings is $1.09 Mil, reflecting a 35.52% gain to date.

EVOLUTIONARY TREE INNOVATORS FUND AMZN ($222.26) Holding Chart

EVOLUTIONARY TREE INNOVATORS FUND AMZN ($222.26) 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 %

Top Ranked Articles

  • 1