Elmwood Wealth Management’s Amgen AMGN Stock Holding History

Elmwood Wealth 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 Q2	$31K	Hold	125	–	–	0.02%	193
2021 Q1	$31K	Buy	+125	New	+$29.8K	0.02%	186
2020 Q3	$29K	Hold	122	–	–	0.02%	145
2020 Q2	$29K	Buy	122 +14	+13%	+$3.19K	0.02%	145
2020 Q1	$18.5K	Buy	+108	New	+$23.6K	0.02%	163
2019 Q4	–	Sell	-112	Closed	-$22K	–	98
2019 Q3	$22K	Buy	112 +1	+0.9%	+$192	0.02%	138
2019 Q2	$21K	Hold	111	–	–	0.02%	156
2019 Q1	$21K	Buy	111 +1	+0.9%	+$191	0.02%	153
2018 Q4	$21K	Hold	110	–	–	0.02%	154
2018 Q3	$22.7K	Buy	110 +1	+0.9%	+$197	0.02%	166
2018 Q2	$20.1K	Buy	109 +1	+0.9%	+$177	0.02%	169
2018 Q1	$18.5K	Buy	+108	New	+$19.8K	0.02%	163

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

Elmwood Wealth Management's AMGN Position: Q2 2021 in Review

Elmwood Wealth Management held its Amgen (AMGN) position steady in Q2 2021 at 125 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #193.

Elmwood Wealth Management first reported a position in AMGN in Q1 2018 and has held it in 12 quarters since. 2,194 funds tracked by Wall St. Rank hold AMGN as of Q2 2021.

Elmwood Wealth Management held 125 shares of Amgen worth $31K as of Q2 2021.
Elmwood Wealth Management left its Amgen share count unchanged in Q2 2021.
Amgen made up 0.02% of Elmwood Wealth Management's portfolio in Q2 2021, its #193 holding.
Elmwood Wealth Management first reported a position in Amgen in Q1 2018 and has held it in 12 quarters since.
2,194 funds tracked by Wall St. Rank held Amgen as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.