Daniels + Tansey’s Amgen AMGN Stock Holding History

Daniels + Tansey’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
2021 Q2	–	Sell	-862	Closed	-$214K	–	35
2021 Q1	$214K	Hold	862	–	–	0.08%	28
2020 Q4	$216K	Buy	+862	New	+$199K	0.09%	27

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Daniels + Tansey's AMGN Position: Q2 2021 in Review

Daniels + Tansey sold out of Amgen (AMGN) in Q2 2021, closing a stake of 862 shares — an estimated $214K sold.

Daniels + Tansey first reported a position in AMGN in Q4 2020 and held it in 2 quarters. The position peaked at $216K in Q4 2020. 2,194 funds tracked by Wall St. Rank hold AMGN as of Q2 2021.

Daniels + Tansey reported no remaining Amgen position as of Q2 2021 after selling out during the quarter.
Daniels + Tansey sold 862 Amgen shares in Q2 2021, an estimated $214K.
Daniels + Tansey first reported a position in Amgen in Q4 2020 and held it in 2 quarters.
Daniels + Tansey's Amgen position peaked at $216K in Q4 2020.
2,194 funds tracked by Wall St. Rank held Amgen as of Q2 2021.

Based on Daniels + Tansey's 13F filing for Q2 2021, filed 4 Aug 2021.