Autus Asset Management’s Amgen AMGN Stock Holding History

Autus Asset Management’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
2022 Q4	$261K	Buy	+992	New	+$266K	0.05%	131
2022 Q1	–	Sell	-974	Closed	-$219K	–	153
2021 Q4	$219K	Sell	974 -26	-3%	-$5.49K	0.02%	170
2021 Q3	$213K	Buy	+1,000	New	+$230K	0.02%	164
2016 Q3	–	Sell	-1,332	Closed	-$202K	–	153
2016 Q2	$202K	Sell	1,332 -120	-8%	-$18.7K	0.05%	155
2016 Q1	$218K	Sell	1,452 -86	-6%	-$12.8K	0.05%	149
2015 Q4	$249K	Buy	+1,538	New	+$242K	0.06%	148

Other funds holding AMGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Autus Asset Management's AMGN Position: Q4 2022 in Review

Autus Asset Management opened a new position in Amgen (AMGN) in Q4 2022: 992 shares worth $261K. The stake represents 0.05% of the portfolio and ranks #131 among its holdings. This is a return to the name: Autus Asset Management previously reported a position in AMGN as recently as Q4 2021.

Autus Asset Management first reported a position in AMGN in Q4 2015 and has held it in 6 quarters since. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q4 2022.

Autus Asset Management held 992 shares of Amgen worth $261K as of Q4 2022.
Amgen was a new Autus Asset Management position in Q4 2022.
Amgen made up 0.05% of Autus Asset Management's portfolio in Q4 2022, its #131 holding.
Autus Asset Management first reported a position in Amgen in Q4 2015 and has held it in 6 quarters since.
2,501 funds tracked by Wall St. Rank held Amgen as of Q4 2022.

Based on Autus Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.