JBJ Investment Partners’s Amgen AMGN Stock Holding History

JBJ Investment Partners’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 Q4	$608K	Sell	2,703 -885	-25%	-$187K	0.13%	38
2021 Q3	$763K	Hold	3,588	–	–	0.16%	35
2021 Q2	$875K	Sell	3,588 -949	-21%	-$233K	0.18%	33
2021 Q1	$1.13M	Sell	4,537 -997	-18%	-$238K	0.25%	28
2020 Q4	$1.27M	Sell	5,534 -925	-14%	-$213K	0.29%	28
2020 Q3	$1.64M	Buy	6,459 +941	+17%	+$233K	0.43%	25
2020 Q2	$1.3M	Buy	5,518 +4,336	+367%	+$989K	0.37%	31
2020 Q1	$240K	Sell	1,182 -54	-4%	-$11.8K	0.09%	38
2019 Q4	$298K	Buy	1,236 +92	+8%	+$20.3K	0.09%	38
2019 Q3	$221K	Buy	+1,144	New	+$220K	0.07%	45
2019 Q2	–	Sell	-200	Closed	-$38K	–	59
2019 Q1	$38K	Buy	+200	New	+$38.2K	0.01%	103

Other funds holding AMGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JBJ Investment Partners's AMGN Position: Q4 2021 in Review

JBJ Investment Partners reduced its Amgen (AMGN) stake by 25% in Q4 2021, selling an estimated $187K and leaving 2,703 shares worth $608K. The position accounts for 0.13% of the portfolio, ranked #38.

JBJ Investment Partners first reported a position in AMGN in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.64M in Q3 2020. 2,293 funds tracked by Wall St. Rank hold AMGN as of Q4 2021.

JBJ Investment Partners held 2,703 shares of Amgen worth $608K as of Q4 2021.
JBJ Investment Partners sold 885 Amgen shares in Q4 2021, an estimated $187K.
Amgen made up 0.13% of JBJ Investment Partners's portfolio in Q4 2021, its #38 holding.
JBJ Investment Partners first reported a position in Amgen in Q1 2019 and has held it in 11 quarters since.
JBJ Investment Partners's Amgen position peaked at $1.64M in Q3 2020.
2,293 funds tracked by Wall St. Rank held Amgen as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.