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Jay D. Rosenbaum’s Amgen AMGN Stock Holding History

Jay D. Rosenbaum’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
Q2 		– Sell
-1,800
Closed -$448K – 43
2021
Q1 		$448K Sell
1,800
-800
-31% -$191K 0.77% 42
2020
Q4 		$597K Hold
2,600
– – 1.04% 39
2020
Q3 		$660K Hold
2,600
– – 1.22% 30
2020
Q2 		$613K Hold
2,600
– – 1.2% 32
2020
Q1 		$527K Sell
2,600
-4,496
-63% -$982K 1.22% 34
2019
Q4 		$1.71M Buy
7,096
+1,450
+26% +$320K 3.03% 9
2019
Q3 		$1.09M Sell
5,646
-3,770
-40% -$724K 2.08% 19
2019
Q2 		$1.74M Sell
9,416
-210
-2% -$37.6K 3.29% 6
2019
Q1 		$1.83M Hold
9,626
– – 3.46% 6
2018
Q4 		$1.87M Hold
9,626
– – 3.97% 3
2018
Q3 		$2M Hold
9,626
– – 3.62% 6
2018
Q2 		$1.78M Sell
9,626
-20
-0.2% -$3.54K 3.51% 5
2018
Q1 		$1.65M Hold
9,646
– – 3.32% 5
2017
Q4 		$1.68M Buy
9,646
+20
+0.2% +$3.54K 3.09% 7
2017
Q3 		$1.79M Sell
9,626
-2,000
-17% -$354K 3.44% 7
2017
Q2 		$2M Hold
11,626
– – 3.96% 4
2017
Q1 		$1.91M Hold
11,626
– – 4.04% 4
2016
Q4 		$1.7M Hold
11,626
– – 3.94% 3
2016
Q3 		$1.94M Hold
11,626
– – 0.24% 4
2016
Q2 		$1.77M Sell
11,626
-140
-1% -$21.8K 0.25% 3
2016
Q1 		$1.76M Hold
11,766
– – 0.39% 3
2015
Q4 		$1.91M Hold
11,766
– – 0.53% 3
2015
Q3 		$1.63M Sell
11,766
-320
-3% -$50.4K 0.46% 3
2015
Q2 		$1.86M Sell
12,086
-354
-3% -$56.7K 0.42% 2
2015
Q1 		$1.99M Sell
12,440
-100
-0.8% -$15.7K 0.43% 2
2014
Q4 		$2M Buy
+12,540
New +$1.95M 0.44% 3

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jay D. Rosenbaum's AMGN Position: Q2 2021 in Review

Jay D. Rosenbaum sold out of Amgen (AMGN) in Q2 2021, closing a stake of 1,800 shares — an estimated $448K sold.

Jay D. Rosenbaum first reported a position in AMGN in Q4 2014 and held it in 26 quarters. The position peaked at $2M in Q2 2017. 2,195 funds tracked by Wall St. Rank hold AMGN as of Q2 2021.

  • Jay D. Rosenbaum reported no remaining Amgen position as of Q2 2021 after selling out during the quarter.
  • Jay D. Rosenbaum sold 1,800 Amgen shares in Q2 2021, an estimated $448K.
  • Jay D. Rosenbaum first reported a position in Amgen in Q4 2014 and held it in 26 quarters.
  • Jay D. Rosenbaum's Amgen position peaked at $2M in Q2 2017.
  • 2,195 funds tracked by Wall St. Rank held Amgen as of Q2 2021.

Based on Jay D. Rosenbaum's 13F filing for Q2 2021, filed 14 Jul 2021.