MAI Managed Volatility Fund AMZN Holdings History
Number of Shares
22,360.00
Current Holdings Value*
$4.58 Mil
% of Portfolio
3.76%
Total Estimate Gain
$2.70 Mil
% of Total Estimate Gain
111.81%
MAI Managed Volatility Fund's Amazon.com Inc Holding Summary
As of 2025-05-31, FORUM FUNDS held 22,360.00 shares of Amazon.com Inc(AMZN), totaling $4.58 Mil. This investment constitutes 3.76% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2020Q2. Based on historical transaction data and AMZN's current price of $228.42, MAI Managed Volatility Fund's estimated gain on his AMZN holdings is $2.70 Mil, reflecting a 111.81% gain to date.
MAI Managed Volatility Fund AMZN ($228.42) Holding Chart
MAI Managed Volatility Fund AMZN ($228.42) 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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