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Hobart Private Capital’s Amgen AMGN Stock Holding History

Hobart Private Capital’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
2021
Q1 		– Sell
-3,257
Closed -$749K – 136
2020
Q4 		$749K Sell
3,257
-5
-0.2% -$1.15K 0.33% 46
2020
Q3 		$829K Sell
3,262
-441
-12% -$109K 0.43% 40
2020
Q2 		$873K Sell
3,703
-78
-2% -$17.8K 0.49% 48
2020
Q1 		$766K Sell
3,781
-273
-7% -$59.6K 0.53% 52
2019
Q4 		$977K Buy
4,054
+2,411
+147% +$531K 0.6% 41
2019
Q3 		$318K Buy
1,643
+87
+6% +$16.7K 0.22% 124
2019
Q2 		$287K Buy
1,556
+237
+18% +$42.4K 0.2% 114
2019
Q1 		$251K Sell
1,319
-166
-11% -$31.7K 0.19% 134
2018
Q4 		$289K Buy
1,485
+218
+17% +$42.5K 0.25% 98
2018
Q3 		$263K Buy
+1,267
New +$250K 0.2% 113

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hobart Private Capital's AMGN Position: Q1 2021 in Review

Hobart Private Capital sold out of Amgen (AMGN) in Q1 2021, closing a stake of 3,257 shares — an estimated $749K sold.

Hobart Private Capital first reported a position in AMGN in Q3 2018 and held it in 10 quarters. The position peaked at $977K in Q4 2019. 2,218 funds tracked by Wall St. Rank hold AMGN as of Q1 2021.

  • Hobart Private Capital reported no remaining Amgen position as of Q1 2021 after selling out during the quarter.
  • Hobart Private Capital sold 3,257 Amgen shares in Q1 2021, an estimated $749K.
  • Hobart Private Capital first reported a position in Amgen in Q3 2018 and held it in 10 quarters.
  • Hobart Private Capital's Amgen position peaked at $977K in Q4 2019.
  • 2,218 funds tracked by Wall St. Rank held Amgen as of Q1 2021.

Based on Hobart Private Capital's 13F filing for Q1 2021, filed 11 Mar 2024.