Elm Advisors’s Amgen AMGN Stock Holding History

Elm Advisors’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 Q1	–	Sell	-89	Closed	-$20K	–	98
2020 Q4	$20K	Buy	+89	New	+$20.5K	0.01%	202
2018 Q4	–	Sell	-465	Closed	-$96K	–	91
2018 Q3	$96K	Buy	+465	New	+$91.6K	0.06%	123

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elm Advisors's AMGN Position: Q1 2021 in Review

Elm Advisors sold out of Amgen (AMGN) in Q1 2021, closing a stake of 89 shares — an estimated $20K sold.

Elm Advisors first reported a position in AMGN in Q3 2018 and held it in 2 quarters. The position peaked at $96K in Q3 2018. 2,218 funds tracked by Wall St. Rank hold AMGN as of Q1 2021.

Elm Advisors reported no remaining Amgen position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 89 Amgen shares in Q1 2021, an estimated $20K.
Elm Advisors first reported a position in Amgen in Q3 2018 and held it in 2 quarters.
Elm Advisors's Amgen position peaked at $96K in Q3 2018.
2,218 funds tracked by Wall St. Rank held Amgen as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.