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KLR Investment Advisors’s Amgen AMGN Stock Holding History

KLR Investment Advisors’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
Q1 		$491K Sell
1,805
-288
-14% -$84.3K 0.35% 69
2023
Q4 		$603K Buy
2,093
+312
+18% +$85K 0.44% 56
2023
Q3 		$431K Buy
1,781
+50
+3% +$12.5K 0.39% 79
2023
Q2 		$384K Sell
1,731
-138
-7% -$32K 0.32% 102
2023
Q1 		$452K Sell
1,869
-174
-9% -$42.7K 0.4% 79
2022
Q4 		$537K Buy
+2,043
New +$548K 0.44% 62

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KLR Investment Advisors's AMGN Position: Q1 2024 in Review

KLR Investment Advisors reduced its Amgen (AMGN) stake by 14% in Q1 2024, selling an estimated $84.3K and leaving 1,805 shares worth $491K. The position accounts for 0.35% of the portfolio, ranked #69.

KLR Investment Advisors first reported a position in AMGN in Q4 2022 and has held it in 6 quarters since. The position peaked at $603K in Q4 2023. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

  • KLR Investment Advisors held 1,805 shares of Amgen worth $491K as of Q1 2024.
  • KLR Investment Advisors sold 288 Amgen shares in Q1 2024, an estimated $84.3K.
  • Amgen made up 0.35% of KLR Investment Advisors's portfolio in Q1 2024, its #69 holding.
  • KLR Investment Advisors first reported a position in Amgen in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Amgen position peaked at $603K in Q4 2023.
  • 2,715 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.