Lenox Wealth Management’s Amgen AMGN Stock Holding History

Lenox Wealth Management’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
2020 Q2	$23K	Sell	98 -493	-83%	-$112K	0.01%	337
2020 Q1	$119K	Buy	591 +134	+29%	+$29.3K	0.04%	177
2019 Q4	$110K	Buy	457 +48	+12%	+$10.6K	0.03%	203
2019 Q3	$79K	Buy	409 +87	+27%	+$16.7K	0.02%	229
2019 Q2	$59K	Buy	322 +124	+63%	+$22.2K	0.02%	234
2019 Q1	$38K	Buy	198 +52	+36%	+$9.93K	0.01%	265
2018 Q4	$28K	Buy	146 +24	+20%	+$4.68K	0.01%	250
2018 Q3	$25K	Sell	122 -9	-7%	-$1.77K	0.01%	289
2018 Q2	$24K	Sell	131 -93	-42%	-$16.4K	0.01%	270
2018 Q1	$38K	Buy	224 +89	+66%	+$16.3K	0.01%	238
2017 Q4	$23K	Sell	135 -80	-37%	-$14.2K	0.01%	292
2017 Q3	$40K	Buy	+215	New	+$38.1K	0.01%	247

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

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

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

Lenox Wealth Management's AMGN Position: Q2 2020 in Review

Lenox Wealth Management reduced its Amgen (AMGN) stake by 83% in Q2 2020, selling an estimated $112K and leaving 98 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #337.

Lenox Wealth Management first reported a position in AMGN in Q3 2017 and has held it in 12 quarters since. The position peaked at $119K in Q1 2020. 2,090 funds tracked by Wall St. Rank hold AMGN as of Q2 2020.

Lenox Wealth Management held 98 shares of Amgen worth $23K as of Q2 2020.
Lenox Wealth Management sold 493 Amgen shares in Q2 2020, an estimated $112K.
Amgen made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #337 holding.
Lenox Wealth Management first reported a position in Amgen in Q3 2017 and has held it in 12 quarters since.
Lenox Wealth Management's Amgen position peaked at $119K in Q1 2020.
2,090 funds tracked by Wall St. Rank held Amgen as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.