Donor Advised Charitable Giving’s Amgen AMGN Stock Holding History

Donor Advised Charitable Giving’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 Q3	–	Sell	-1,520	Closed	-$371K	–	54
2021 Q2	$371K	Hold	1,520	–	–	0.04%	100
2021 Q1	$378K	Hold	1,520	–	–	0.04%	97
2020 Q4	$349K	Sell	1,520 -5	-0.3%	-$1.15K	0.05%	97
2020 Q3	$388K	Hold	1,525	–	–	0.11%	35
2020 Q2	$360K	Sell	1,525 -260	-15%	-$59.3K	0.14%	31
2020 Q1	$362K	Buy	1,785 +285	+19%	+$62.3K	0.18%	24
2019 Q4	$362K	Buy	1,500 +305	+26%	+$67.2K	0.2%	34
2019 Q3	$231K	Buy	1,195 +95	+9%	+$18.2K	0.18%	49
2019 Q2	$203K	Buy	+1,100	New	+$197K	0.16%	53

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

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

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

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

Donor Advised Charitable Giving's AMGN Position: Q3 2021 in Review

Donor Advised Charitable Giving sold out of Amgen (AMGN) in Q3 2021, closing a stake of 1,520 shares — an estimated $371K sold.

Donor Advised Charitable Giving first reported a position in AMGN in Q2 2019 and held it in 9 quarters. The position peaked at $388K in Q3 2020. 2,131 funds tracked by Wall St. Rank hold AMGN as of Q3 2021.

Donor Advised Charitable Giving reported no remaining Amgen position as of Q3 2021 after selling out during the quarter.
Donor Advised Charitable Giving sold 1,520 Amgen shares in Q3 2021, an estimated $371K.
Donor Advised Charitable Giving first reported a position in Amgen in Q2 2019 and held it in 9 quarters.
Donor Advised Charitable Giving's Amgen position peaked at $388K in Q3 2020.
2,131 funds tracked by Wall St. Rank held Amgen as of Q3 2021.

Based on Donor Advised Charitable Giving's 13F filing for Q3 2021, filed 14 Oct 2021.