Kaizen Advisory’s Amgen AMGN Stock Holding History

Kaizen Advisory’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
2018 Q4	$358K	Buy	1,837 +271	+17%	+$52.9K	0.25%	131
2018 Q3	$325K	Hold	1,566	–	–	0.17%	134
2018 Q2	$289K	Buy	1,566 +868	+124%	+$154K	0.15%	136
2018 Q1	$119K	Sell	698 -6,145	-90%	-$1.13M	0.12%	121
2017 Q4	$1.19M	Buy	+6,843	New	+$1.21M	0.71%	56

Other funds holding AMGN

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

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Kaizen Advisory's AMGN Position: Q4 2018 in Review

Kaizen Advisory increased its Amgen (AMGN) stake by 17% in Q4 2018, buying an estimated $52.9K and bringing the position to 1,837 shares worth $358K. The position accounts for 0.25% of the portfolio, ranked #131.

Kaizen Advisory first reported a position in AMGN in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.19M in Q4 2017. 1,891 funds tracked by Wall St. Rank hold AMGN as of Q4 2018.

Kaizen Advisory held 1,837 shares of Amgen worth $358K as of Q4 2018.
Kaizen Advisory bought 271 Amgen shares in Q4 2018, an estimated $52.9K.
Amgen made up 0.25% of Kaizen Advisory's portfolio in Q4 2018, its #131 holding.
Kaizen Advisory first reported a position in Amgen in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Amgen position peaked at $1.19M in Q4 2017.
1,891 funds tracked by Wall St. Rank held Amgen as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.