HBC Financial Services’s Amgen AMGN Stock Holding History

HBC Financial Services’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	$167K	Hold	646	–	–	0.1%	35
2024 Q3	$203K	Hold	646	–	–	0.12%	34
2024 Q2	$216K	Hold	646	–	–	0.14%	30
2024 Q1	$179K	Hold	646	–	–	0.12%	31
2023 Q4	$186K	Hold	646	–	–	0.13%	30
2023 Q3	$174K	Hold	646	–	–	0.13%	27
2023 Q2	$150K	Hold	646	–	–	0.11%	33
2023 Q1	$160K	Hold	646	–	–	0.12%	32
2022 Q4	$170K	Hold	646	–	–	0.14%	31
2022 Q3	$147K	Hold	646	–	–	0.12%	29
2022 Q2	$160K	Hold	646	–	–	0.12%	29
2022 Q1	$161K	Hold	646	–	–	0.12%	31
2021 Q4	$147K	Hold	646	–	–	0.09%	35
2021 Q3	$135K	Hold	646	–	–	0.09%	35
2021 Q2	$160K	Hold	646	–	–	0.11%	33
2021 Q1	$161K	Buy	646 +360	+126%	+$85.9K	0.11%	32
2020 Q4	$67K	Hold	286	–	–	0.05%	50
2020 Q3	$66K	Hold	286	–	–	0.06%	48
2020 Q2	$72K	Hold	286	–	–	0.06%	43
2020 Q1	$57K	Sell	286 -250	-47%	-$54.6K	0.06%	47
2019 Q4	$129K	Buy	+536	New	+$118K	0.11%	34

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

HBC Financial Services's AMGN Position: Q4 2024 in Review

HBC Financial Services held its Amgen (AMGN) position steady in Q4 2024 at 646 shares worth $167K. The position accounts for 0.1% of the portfolio, ranked #35.

HBC Financial Services first reported a position in AMGN in Q4 2019 and has held it in 21 quarters since. The position peaked at $216K in Q2 2024. 2,860 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

HBC Financial Services held 646 shares of Amgen worth $167K as of Q4 2024.
HBC Financial Services left its Amgen share count unchanged in Q4 2024.
Amgen made up 0.1% of HBC Financial Services's portfolio in Q4 2024, its #35 holding.
HBC Financial Services first reported a position in Amgen in Q4 2019 and has held it in 21 quarters since.
HBC Financial Services's Amgen position peaked at $216K in Q2 2024.
2,860 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.