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Epstein & White Financial’s Amgen AMGN Stock Holding History

Epstein & White Financial’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
2020
Q3 		– Sell
-946
Closed -$224K – 78
2020
Q2 		$224K Sell
946
-1,121
-54% -$256K 0.08% 67
2020
Q1 		$419K Sell
2,067
-943
-31% -$206K 0.18% 40
2019
Q4 		$722K Buy
+3,010
New +$663K 0.32% 32

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Epstein & White Financial's AMGN Position: Q3 2020 in Review

Epstein & White Financial sold out of Amgen (AMGN) in Q3 2020, closing a stake of 946 shares — an estimated $224K sold.

Epstein & White Financial first reported a position in AMGN in Q4 2019 and held it in 3 quarters. The position peaked at $722K in Q4 2019. 2,127 funds tracked by Wall St. Rank hold AMGN as of Q3 2020.

  • Epstein & White Financial reported no remaining Amgen position as of Q3 2020 after selling out during the quarter.
  • Epstein & White Financial sold 946 Amgen shares in Q3 2020, an estimated $224K.
  • Epstein & White Financial first reported a position in Amgen in Q4 2019 and held it in 3 quarters.
  • Epstein & White Financial's Amgen position peaked at $722K in Q4 2019.
  • 2,127 funds tracked by Wall St. Rank held Amgen as of Q3 2020.

Based on Epstein & White Financial's 13F filing for Q3 2020, filed 14 Oct 2020.