EIM
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Essex Investment Management’s Amgen AMGN Stock Holding History

Essex Investment 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
2023
Q4 		– Sell
-3,664
Closed -$985K – 319
2023
Q3 		$985K Sell
3,664
-672
-15% -$168K 0.16% 204
2023
Q2 		$963K Hold
4,336
– – 0.13% 212
2023
Q1 		$1.05M Sell
4,336
-312
-7% -$76.6K 0.15% 190
2022
Q4 		$1.22M Sell
4,648
-262
-5% -$70.2K 0.19% 168
2022
Q3 		$1.11M Hold
4,910
– – 0.18% 170
2022
Q2 		$1.2M Sell
4,910
-206
-4% -$50.5K 0.19% 159
2022
Q1 		$1.24M Buy
+5,116
New +$1.18M 0.15% 202
2020
Q1 		– Sell
-100
Closed -$24K – 392
2019
Q4 		$24K Hold
100
– – ﹤0.01% 429
2019
Q3 		$19K Hold
100
– – ﹤0.01% 425
2019
Q2 		$18K Hold
100
– – ﹤0.01% 436
2019
Q1 		$19K Sell
100
-100
-50% -$19.1K ﹤0.01% 435
2018
Q4 		$39K Buy
+200
New +$39K 0.01% 404
2016
Q4 		– Sell
-17,144
Closed -$2.86M – 342
2016
Q3 		$2.86M Hold
17,144
– – 0.46% 49
2016
Q2 		$2.61M Buy
+17,144
New +$2.67M 0.43% 59
2015
Q1 		– Sell
-46,041
Closed -$7.33M – 318
2014
Q4 		$7.33M Buy
46,041
+526
+1% +$82K 1.07% 22
2014
Q3 		$6.39M Buy
45,515
+43,000
+1,710% +$5.61M 0.98% 25
2014
Q2 		$298K Sell
2,515
-654
-21% -$75.7K 0.04% 304
2014
Q1 		$391K Buy
3,169
+43
+1% +$5.21K 0.06% 270
2013
Q4 		$357K Buy
3,126
+611
+24% +$69.5K 0.05% 299
2013
Q3 		$281K Hold
2,515
– – 0.04% 309
2013
Q2 		$248K Buy
+2,515
New +$261K 0.04% 297

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Essex Investment Management's AMGN Position: Q4 2023 in Review

Essex Investment Management sold out of Amgen (AMGN) in Q4 2023, closing a stake of 3,664 shares — an estimated $985K sold.

Essex Investment Management first reported a position in AMGN in Q2 2013 and held it in 21 quarters. The position peaked at $7.33M in Q4 2014. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q4 2023.

  • Essex Investment Management reported no remaining Amgen position as of Q4 2023 after selling out during the quarter.
  • Essex Investment Management sold 3,664 Amgen shares in Q4 2023, an estimated $985K.
  • Essex Investment Management first reported a position in Amgen in Q2 2013 and held it in 21 quarters.
  • Essex Investment Management's Amgen position peaked at $7.33M in Q4 2014.
  • 2,715 funds tracked by Wall St. Rank held Amgen as of Q4 2023.

Based on Essex Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.