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Altman Advisors’s Amgen AMGN Stock Holding History

Altman Advisors’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
2021
Q3 		– Sell
-11,785
Closed -$2.69M – 80
2021
Q2 		$2.69M Buy
11,785
+570
+5% +$140K 1.52% 27
2021
Q1 		$2.79M Sell
11,215
-390
-3% -$93.1K 1.8% 10
2020
Q4 		$2.67M Sell
11,605
-5
-0% -$1.15K 1.67% 17
2020
Q3 		$2.95M Buy
11,610
+44
+0.4% +$10.9K 2.09% 11
2020
Q2 		$2.73M Sell
11,566
-257
-2% -$58.6K 2.32% 8
2020
Q1 		$2.4M Sell
11,823
-605
-5% -$132K 2.23% 7
2019
Q4 		$3M Sell
12,428
-235
-2% -$51.8K 2.39% 8
2019
Q3 		$2.45M Sell
12,663
-46
-0.4% -$8.83K 2.07% 16
2019
Q2 		$2.34M Buy
12,709
+234
+2% +$41.9K 1.97% 17
2019
Q1 		$2.37M Sell
12,475
-381
-3% -$72.8K 2.19% 12
2018
Q4 		$2.5M Buy
12,856
+281
+2% +$54.8K 2.74% 6
2018
Q3 		$2.61M Sell
12,575
-4,221
-25% -$832K 2.34% 12
2018
Q2 		$2.42K Buy
16,796
+4,522
+37% +$800K 2.22% 13
2018
Q1 		$2.09M Buy
12,274
+233
+2% +$42.8K 2% 18
2017
Q4 		$2.09M Buy
+12,041
New +$2.13M 1.82% 22

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altman Advisors's AMGN Position: Q3 2021 in Review

Altman Advisors sold out of Amgen (AMGN) in Q3 2021, closing a stake of 11,785 shares — an estimated $2.69M sold.

Altman Advisors first reported a position in AMGN in Q4 2017 and held it in 15 quarters. The position peaked at $3M in Q4 2019. 2,131 funds tracked by Wall St. Rank hold AMGN as of Q3 2021.

  • Altman Advisors reported no remaining Amgen position as of Q3 2021 after selling out during the quarter.
  • Altman Advisors sold 11,785 Amgen shares in Q3 2021, an estimated $2.69M.
  • Altman Advisors first reported a position in Amgen in Q4 2017 and held it in 15 quarters.
  • Altman Advisors's Amgen position peaked at $3M in Q4 2019.
  • 2,131 funds tracked by Wall St. Rank held Amgen as of Q3 2021.

Based on Altman Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.