CFO4Life’s Amgen AMGN Stock Holding History

CFO4Life’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	$620K	Buy	+2,359	New	+$632K	0.13%	94
2016 Q4	$782K	Buy	5,346 +451	+9%	+$67.9K	0.65%	23
2016 Q3	$816K	Buy	4,895 +3,156	+181%	+$534K	0.71%	19
2016 Q2	$265K	Buy	1,739 +2	+0.1%	+$311	0.23%	72
2016 Q1	$260K	Sell	1,737 -1,398	-45%	-$208K	0.23%	69
2015 Q4	$509K	Sell	3,135 -298	-9%	-$46.8K	0.48%	36
2015 Q3	$475K	Sell	3,433 -106	-3%	-$16.7K	0.51%	34
2015 Q2	$543K	Buy	3,539 +6	+0.2%	+$961	0.45%	39
2015 Q1	$565K	Buy	3,533 +295	+9%	+$46.5K	0.47%	38
2014 Q4	$516K	Buy	+3,238	New	+$505K	0.43%	37

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CFO4Life's AMGN Position: Q4 2022 in Review

CFO4Life opened a new position in Amgen (AMGN) in Q4 2022: 2,359 shares worth $620K. The stake represents 0.13% of the portfolio and ranks #94 among its holdings. This is a return to the name: CFO4Life previously reported a position in AMGN as recently as Q4 2016.

CFO4Life first reported a position in AMGN in Q4 2014 and has held it in 10 quarters since. The position peaked at $816K in Q3 2016. 2,502 funds tracked by Wall St. Rank hold AMGN as of Q4 2022.

CFO4Life held 2,359 shares of Amgen worth $620K as of Q4 2022.
Amgen was a new CFO4Life position in Q4 2022.
Amgen made up 0.13% of CFO4Life's portfolio in Q4 2022, its #94 holding.
CFO4Life first reported a position in Amgen in Q4 2014 and has held it in 10 quarters since.
CFO4Life's Amgen position peaked at $816K in Q3 2016.
2,502 funds tracked by Wall St. Rank held Amgen as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.