DC Investments Management’s Amgen AMGN Stock Holding History

DC Investments Management’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 Q4	–	Sell	-1,020	Closed	-$217K	–	58
2021 Q3	$217K	Buy	+1,020	New	+$235K	0.4%	48
2020 Q3	–	Sell	-3,130	Closed	-$738K	–	88
2020 Q2	$738K	Buy	3,130 +1,038	+50%	+$237K	0.27%	42
2020 Q1	$424K	Buy	2,092 +228	+12%	+$49.8K	0.34%	105
2019 Q4	$449K	Sell	1,864 -907	-33%	-$200K	0.34%	145
2019 Q3	$536K	Sell	2,771 -102	-4%	-$19.6K	0.31%	111
2019 Q2	$529K	Buy	2,873 +1,209	+73%	+$216K	0.3%	140
2019 Q1	$316K	Hold	1,664	–	–	0.2%	211
2018 Q4	$324K	Buy	+1,664	New	+$325K	0.26%	188
2018 Q2	–	Sell	-12,362	Closed	-$2.11M	–	290
2018 Q1	$2.11M	Buy	12,362 +8,544	+224%	+$1.57M	1.41%	4
2017 Q4	$664K	Buy	+3,818	New	+$676K	0.27%	97

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

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

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

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

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

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

DC Investments Management's AMGN Position: Q4 2021 in Review

DC Investments Management sold out of Amgen (AMGN) in Q4 2021, closing a stake of 1,020 shares — an estimated $217K sold.

DC Investments Management first reported a position in AMGN in Q4 2017 and held it in 10 quarters. The position peaked at $2.11M in Q1 2018. 2,293 funds tracked by Wall St. Rank hold AMGN as of Q4 2021.

DC Investments Management reported no remaining Amgen position as of Q4 2021 after selling out during the quarter.
DC Investments Management sold 1,020 Amgen shares in Q4 2021, an estimated $217K.
DC Investments Management first reported a position in Amgen in Q4 2017 and held it in 10 quarters.
DC Investments Management's Amgen position peaked at $2.11M in Q1 2018.
2,293 funds tracked by Wall St. Rank held Amgen as of Q4 2021.

Based on DC Investments Management's 13F filing for Q4 2021, filed 11 Feb 2022.