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Gerstein Fisher’s Amgen AMGN Stock Holding History

Gerstein Fisher’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
2016
Q3 		$2.08M Buy
12,459
+1,539
+14% +$260K 0.26% 70
2016
Q2 		$1.66M Buy
10,920
+346
+3% +$53.8K 0.22% 89
2016
Q1 		$1.58M Buy
10,574
+658
+7% +$97.8K 0.22% 94
2015
Q4 		$1.61M Buy
9,916
+557
+6% +$87.6K 0.22% 99
2015
Q3 		$1.29M Buy
9,359
+97
+1% +$15.3K 0.19% 105
2015
Q2 		$1.42M Sell
9,262
-18
-0.2% -$2.88K 0.23% 100
2015
Q1 		$1.48M Buy
9,280
+120
+1% +$18.9K 0.24% 90
2014
Q4 		$1.46M Buy
9,160
+205
+2% +$31.9K 0.24% 89
2014
Q3 		$1.26M Sell
8,955
-8,791
-50% -$1.15M 0.22% 84
2014
Q2 		$2.1M Buy
17,746
+53
+0.3% +$6.13K 0.4% 46
2014
Q1 		$2.18M Sell
17,693
-17,563
-50% -$2.13M 0.44% 42
2013
Q4 		$18M Buy
35,256
+17,763
+102% +$2.02M 0.67% 38
2013
Q3 		$1.96M Buy
17,493
+46
+0.3% +$4.99K 0.42% 34
2013
Q2 		$1.72M Buy
+17,447
New +$1.81M 0.41% 34

Other funds holding AMGN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gerstein Fisher's AMGN Position: Q3 2016 in Review

Gerstein Fisher increased its Amgen (AMGN) stake by 14% in Q3 2016, buying an estimated $260K and bringing the position to 12,459 shares worth $2.08M. The position accounts for 0.26% of the portfolio, ranked #70.

Gerstein Fisher first reported a position in AMGN in Q2 2013 and has held it in 14 quarters since. The position peaked at $18M in Q4 2013. 1,518 funds tracked by Wall St. Rank hold AMGN as of Q3 2016.

  • Gerstein Fisher held 12,459 shares of Amgen worth $2.08M as of Q3 2016.
  • Gerstein Fisher bought 1,539 Amgen shares in Q3 2016, an estimated $260K.
  • Amgen made up 0.26% of Gerstein Fisher's portfolio in Q3 2016, its #70 holding.
  • Gerstein Fisher first reported a position in Amgen in Q2 2013 and has held it in 14 quarters since.
  • Gerstein Fisher's Amgen position peaked at $18M in Q4 2013.
  • 1,518 funds tracked by Wall St. Rank held Amgen as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.