Kula Investments’s Amgen AMGN Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-1,382	Closed	-$363K	–	592
2022 Q4	$363K	Buy	+1,382	New	+$370K	0.11%	315

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Kula Investments's AMGN Position: Q1 2023 in Review

Kula Investments sold out of Amgen (AMGN) in Q1 2023, closing a stake of 1,382 shares — an estimated $363K sold.

Kula Investments first reported a position in AMGN in Q4 2022 and held it in 1 quarter. The position peaked at $363K in Q4 2022. 2,434 funds tracked by Wall St. Rank hold AMGN as of Q1 2023.

Kula Investments reported no remaining Amgen position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 1,382 Amgen shares in Q1 2023, an estimated $363K.
Kula Investments first reported a position in Amgen in Q4 2022 and held it in 1 quarter.
Kula Investments's Amgen position peaked at $363K in Q4 2022.
2,434 funds tracked by Wall St. Rank held Amgen as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.