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Cavalier Investments’s Amgen AMGN Stock Holding History

Cavalier Investments’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
2020
Q4 		– Sell
-3,523
Closed -$895K – 100
2020
Q3 		$895K Sell
3,523
-2,029
-37% -$503K 0.61% 36
2020
Q2 		$1.31M Buy
+5,552
New +$1.27M 0.76% 30
2016
Q3 		– Sell
-1,320
Closed -$201K – 130
2016
Q2 		$201K Sell
1,320
-28
-2% -$4.35K 0.12% 114
2016
Q1 		$202K Buy
+1,348
New +$200K 0.12% 94

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cavalier Investments's AMGN Position: Q4 2020 in Review

Cavalier Investments sold out of Amgen (AMGN) in Q4 2020, closing a stake of 3,523 shares — an estimated $895K sold.

Cavalier Investments first reported a position in AMGN in Q1 2016 and held it in 4 quarters. The position peaked at $1.31M in Q2 2020. 2,218 funds tracked by Wall St. Rank hold AMGN as of Q4 2020.

  • Cavalier Investments reported no remaining Amgen position as of Q4 2020 after selling out during the quarter.
  • Cavalier Investments sold 3,523 Amgen shares in Q4 2020, an estimated $895K.
  • Cavalier Investments first reported a position in Amgen in Q1 2016 and held it in 4 quarters.
  • Cavalier Investments's Amgen position peaked at $1.31M in Q2 2020.
  • 2,218 funds tracked by Wall St. Rank held Amgen as of Q4 2020.

Based on Cavalier Investments's 13F filing for Q4 2020, filed 12 Feb 2021.