LT
AMGN icon

LJ Trust’s Amgen AMGN Stock Holding History

LJ Trust’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
2017
Q2 		– Sell
-90,650
Closed -$14.9M – 1
2017
Q1 		$14.9M Hold
90,650
– – 1.99% 9
2016
Q4 		$13.3M Hold
90,650
– – 1.87% 9
2016
Q3 		$15.1M Buy
90,650
+6,000
+7% +$1.01M 2.07% 8
2016
Q2 		$12.9M Hold
84,650
– – 1.98% 8
2016
Q1 		$12.7M Sell
84,650
-4,000
-5% -$594K 2.09% 7
2015
Q4 		$14.4M Buy
88,650
+1,000
+1% +$157K 2.41% 6
2015
Q3 		$12.1M Buy
87,650
+10,000
+13% +$1.58M 2.24% 6
2015
Q2 		$11.9M Hold
77,650
– – 2.13% 7
2015
Q1 		$12.4M Hold
77,650
– – 2.14% 7
2014
Q4 		$12.4M Buy
77,650
+3,100
+4% +$483K 1.94% 7
2014
Q3 		$10.5M Hold
74,550
– – 1.99% 6
2014
Q2 		$8.82M Hold
74,550
– – 1.79% 6
2014
Q1 		$9.2M Hold
74,550
– – 1.85% 6
2013
Q4 		$8.51M Buy
+74,550
New +$8.48M 1.71% 6

Other funds holding AMGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

LJ Trust's AMGN Position: Q2 2017 in Review

LJ Trust sold out of Amgen (AMGN) in Q2 2017, closing a stake of 90,650 shares — an estimated $14.9M sold.

LJ Trust first reported a position in AMGN in Q4 2013 and held it in 14 quarters. The position peaked at $15.1M in Q3 2016. 1,596 funds tracked by Wall St. Rank hold AMGN as of Q2 2017.

  • LJ Trust reported no remaining Amgen position as of Q2 2017 after selling out during the quarter.
  • LJ Trust sold 90,650 Amgen shares in Q2 2017, an estimated $14.9M.
  • LJ Trust first reported a position in Amgen in Q4 2013 and held it in 14 quarters.
  • LJ Trust's Amgen position peaked at $15.1M in Q3 2016.
  • 1,596 funds tracked by Wall St. Rank held Amgen as of Q2 2017.

Based on LJ Trust's 13F filing for Q2 2017.