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Disciplined Investments’s Amgen AMGN Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-93
Closed -$20.6K – 179
2023
Q2 		$20.6K Sell
93
-1
-1% -$232 0.01% 280
2023
Q1 		$22.7K Sell
94
-7
-7% -$1.72K 0.01% 301
2022
Q4 		$26.5K Hold
101
– – 0.01% 263
2022
Q3 		$23K Sell
101
-7
-6% -$1.7K 0.01% 295
2022
Q2 		$26K Buy
108
+12
+13% +$2.94K 0.01% 286
2022
Q1 		$23K Buy
96
+46
+92% +$10.6K 0.01% 315
2021
Q4 		$11K Hold
50
– – ﹤0.01% 345
2021
Q3 		$11K Buy
+50
New +$11.5K 0.01% 300
2020
Q3 		– Sell
-264
Closed -$62K – 404
2020
Q2 		$62K Hold
264
– – 0.05% 147
2020
Q1 		$54K Sell
264
-10
-4% -$2.18K 0.05% 145
2019
Q4 		$66K Buy
+274
New +$60.4K 0.06% 145

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

Disciplined Investments's AMGN Position: Q3 2023 in Review

Disciplined Investments sold out of Amgen (AMGN) in Q3 2023, closing a stake of 93 shares — an estimated $20.6K sold.

Disciplined Investments first reported a position in AMGN in Q4 2019 and held it in 11 quarters. The position peaked at $66K in Q4 2019. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q3 2023.

  • Disciplined Investments reported no remaining Amgen position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 93 Amgen shares in Q3 2023, an estimated $20.6K.
  • Disciplined Investments first reported a position in Amgen in Q4 2019 and held it in 11 quarters.
  • Disciplined Investments's Amgen position peaked at $66K in Q4 2019.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.