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Berkeley Inc’s Amgen AMGN Stock Holding History

Berkeley Inc’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
2024
Q1 		– Sell
-8,138
Closed -$2.34M – 69
2023
Q4 		$2.34M Sell
8,138
-42
-0.5% -$11.4K 1.47% 25
2023
Q3 		$2.2M Buy
8,180
+26
+0.3% +$6.49K 1.5% 20
2023
Q2 		$1.81M Buy
8,154
+1,322
+19% +$307K 1.22% 24
2023
Q1 		$1.65M Buy
6,832
+456
+7% +$112K 1.2% 24
2022
Q4 		$1.67M Sell
6,376
-5,565
-47% -$1.49M 1.26% 22
2022
Q3 		$2.69M Buy
11,941
+69
+0.6% +$16.7K 2.27% 15
2022
Q2 		$2.89M Buy
11,872
+13
+0.1% +$3.19K 2.31% 13
2022
Q1 		$2.87M Buy
11,859
+415
+4% +$95.4K 2% 13
2021
Q4 		$2.57M Sell
11,444
-2,575
-18% -$543K 1.71% 19
2021
Q3 		$2.98M Buy
14,019
+269
+2% +$61.9K 2.19% 13
2021
Q2 		$3.35M Buy
13,750
+631
+5% +$155K 2.4% 13
2021
Q1 		$3.26M Buy
13,119
+1,901
+17% +$454K 2.43% 13
2020
Q4 		$2.58M Buy
+11,218
New +$2.59M 2.08% 17

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berkeley Inc's AMGN Position: Q1 2024 in Review

Berkeley Inc sold out of Amgen (AMGN) in Q1 2024, closing a stake of 8,138 shares — an estimated $2.34M sold.

Berkeley Inc first reported a position in AMGN in Q4 2020 and held it in 13 quarters. The position peaked at $3.35M in Q2 2021. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

  • Berkeley Inc reported no remaining Amgen position as of Q1 2024 after selling out during the quarter.
  • Berkeley Inc sold 8,138 Amgen shares in Q1 2024, an estimated $2.34M.
  • Berkeley Inc first reported a position in Amgen in Q4 2020 and held it in 13 quarters.
  • Berkeley Inc's Amgen position peaked at $3.35M in Q2 2021.
  • 2,715 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Berkeley Inc's 13F filing for Q1 2024, filed 5 Mar 2025.