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Almanack Investment Partners’s Amgen AMGN Stock Holding History

Almanack Investment Partners’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,258
Closed -$279K – 163
2023
Q2 		$279K Sell
1,258
-4
-0.3% -$928 0.05% 136
2023
Q1 		$305K Sell
1,262
-40
-3% -$9.82K 0.06% 129
2022
Q4 		$342K Sell
1,302
-600
-32% -$161K 0.07% 114
2022
Q3 		$429K Sell
1,902
-3,074
-62% -$745K 0.08% 87
2022
Q2 		$1.21M Buy
4,976
+1,375
+38% +$337K 0.12% 122
2022
Q1 		$871K Buy
3,601
+1,024
+40% +$235K 0.08% 169
2021
Q4 		$580K Sell
2,577
-9
-0.3% -$1.9K 0.05% 234
2021
Q3 		$550K Buy
2,586
+161
+7% +$37.1K 0.05% 241
2021
Q2 		$591K Sell
2,425
-1,660
-41% -$408K 0.06% 197
2021
Q1 		$1.02M Buy
4,085
+487
+14% +$116K 0.1% 132
2020
Q4 		$827K Buy
3,598
+580
+19% +$134K 0.09% 136
2020
Q3 		$729K Buy
3,018
+598
+25% +$148K 0.09% 149
2020
Q2 		$571K Buy
2,420
+1,147
+90% +$262K 0.1% 112
2020
Q1 		$258K Buy
1,273
+415
+48% +$90.6K 0.06% 197
2019
Q4 		$207K Buy
+858
New +$189K 0.04% 186
2019
Q3 		– Sell
-863
Closed -$159K – 238
2019
Q2 		$159K Buy
+863
New +$155K 0.04% 204
2019
Q1 		– Sell
-1,481
Closed -$288K – 147
2018
Q4 		$288K Buy
1,481
+34
+2% +$6.63K 0.09% 118
2018
Q3 		$286K Buy
+1,447
New +$285K 0.08% 135
2017
Q3 		– Sell
-971
Closed -$167K – 151
2017
Q2 		$167K Buy
+971
New +$158K 0.09% 125

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Almanack Investment Partners's AMGN Position: Q3 2023 in Review

Almanack Investment Partners sold out of Amgen (AMGN) in Q3 2023, closing a stake of 1,258 shares — an estimated $279K sold.

Almanack Investment Partners first reported a position in AMGN in Q2 2017 and held it in 19 quarters. The position peaked at $1.21M in Q2 2022. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q3 2023.

  • Almanack Investment Partners reported no remaining Amgen position as of Q3 2023 after selling out during the quarter.
  • Almanack Investment Partners sold 1,258 Amgen shares in Q3 2023, an estimated $279K.
  • Almanack Investment Partners first reported a position in Amgen in Q2 2017 and held it in 19 quarters.
  • Almanack Investment Partners's Amgen position peaked at $1.21M in Q2 2022.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q3 2023.

Based on Almanack Investment Partners's 13F filing for Q3 2023, filed 5 Oct 2023.