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Cumberland Partners’s Amgen AMGN Stock Holding History

Cumberland Partners’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
-3,580
Closed -$1.03M – 189
2023
Q4 		$1.03M Buy
+3,580
New +$975K 0.09% 118
2023
Q1 		– Sell
-9,828
Closed -$2.58M – 162
2022
Q4 		$2.58M Sell
9,828
-64
-0.6% -$17.2K 0.27% 72
2022
Q3 		$2.23M Hold
9,892
– – 0.24% 70
2022
Q2 		$2.41M Buy
9,892
+9,792
+9,792% +$2.4M 0.23% 73
2022
Q1 		$24K Buy
+100
New +$23K ﹤0.01% 175
2021
Q3 		– Sell
-8,177
Closed -$1.99M – 187
2021
Q2 		$1.99M Buy
8,177
+3,827
+88% +$941K 0.16% 96
2021
Q1 		$1.08M Sell
4,350
-4,273
-50% -$1.02M 0.09% 122
2020
Q4 		$1.98M Buy
8,623
+24
+0.3% +$5.53K 0.18% 88
2020
Q3 		$2.19M Buy
8,599
+2,800
+48% +$694K 0.23% 78
2020
Q2 		$1.37M Sell
5,799
-3,075
-35% -$702K 0.14% 94
2020
Q1 		$1.8M Buy
8,874
+3,350
+61% +$732K 0.22% 84
2019
Q4 		$1.33M Hold
5,524
– – 0.12% 101
2019
Q3 		$1.07M Sell
5,524
-12
-0.2% -$2.3K 0.1% 98
2019
Q2 		$1.02M Buy
5,536
+1,006
+22% +$180K 0.1% 104
2019
Q1 		$860K Buy
4,530
+831
+22% +$159K 0.09% 110
2018
Q4 		$720K Sell
3,699
-2,300
-38% -$449K 0.08% 111
2018
Q3 		$1.24M Buy
5,999
+1,175
+24% +$232K 0.12% 100
2018
Q2 		$891K Buy
+4,824
New +$853K 0.09% 109
2016
Q3 		– Sell
-1,847
Closed -$281K – 61
2016
Q2 		$281K Buy
+1,847
New +$287K 0.04% 52
2016
Q1 		– Sell
-1,980
Closed -$321K – 59
2015
Q4 		$321K Buy
+1,980
New +$311K 0.04% 57

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

Cumberland Partners's AMGN Position: Q1 2024 in Review

Cumberland Partners sold out of Amgen (AMGN) in Q1 2024, closing a stake of 3,580 shares — an estimated $1.03M sold.

Cumberland Partners first reported a position in AMGN in Q4 2015 and held it in 20 quarters. The position peaked at $2.58M in Q4 2022. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

  • Cumberland Partners reported no remaining Amgen position as of Q1 2024 after selling out during the quarter.
  • Cumberland Partners sold 3,580 Amgen shares in Q1 2024, an estimated $1.03M.
  • Cumberland Partners first reported a position in Amgen in Q4 2015 and held it in 20 quarters.
  • Cumberland Partners's Amgen position peaked at $2.58M in Q4 2022.
  • 2,715 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Cumberland Partners's 13F filing for Q1 2024, filed 9 May 2024.