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Emerald Mutual Fund Advisers Trust’s Amgen AMGN Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2024
Q4 		– Sell
-661
Closed -$213K – 215
2024
Q3 		$213K Hold
661
– – 0.01% 189
2024
Q2 		$207K Sell
661
-19
-3% -$5.58K 0.01% 188
2024
Q1 		$193K Sell
680
-27
-4% -$7.9K 0.01% 189
2023
Q4 		$204K Buy
+707
New +$193K 0.01% 208

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's AMGN Position: Q4 2024 in Review

Emerald Mutual Fund Advisers Trust sold out of Amgen (AMGN) in Q4 2024, closing a stake of 661 shares — an estimated $213K sold.

Emerald Mutual Fund Advisers Trust first reported a position in AMGN in Q4 2023 and held it in 4 quarters. The position peaked at $213K in Q3 2024. 2,856 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Emerald Mutual Fund Advisers Trust reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 661 Amgen shares in Q4 2024, an estimated $213K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Amgen in Q4 2023 and held it in 4 quarters.
  • Emerald Mutual Fund Advisers Trust's Amgen position peaked at $213K in Q3 2024.
  • 2,856 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2024, filed 14 Feb 2025.