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LVZ Inc’s Amgen AMGN Stock Holding History

LVZ Inc’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
Q2 		– Sell
-1,319
Closed -$319K – 148
2023
Q1 		$319K Sell
1,319
-534
-29% -$131K 0.05% 105
2022
Q4 		$487K Buy
1,853
+112
+6% +$30K 0.08% 72
2022
Q3 		$392K Buy
1,741
+178
+11% +$43.1K 0.07% 71
2022
Q2 		$380K Buy
1,563
+125
+9% +$30.6K 0.06% 70
2022
Q1 		$348K Buy
1,438
+42
+3% +$9.65K 0.05% 78
2021
Q4 		$314K Buy
1,396
+154
+12% +$32.5K 0.04% 82
2021
Q3 		$264K Buy
1,242
+32
+3% +$7.37K 0.04% 84
2021
Q2 		$295K Buy
1,210
+98
+9% +$24.1K 0.04% 75
2021
Q1 		$277K Buy
1,112
+55
+5% +$13.1K 0.04% 83
2020
Q4 		$243K Buy
+1,057
New +$244K 0.04% 84

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LVZ Inc's AMGN Position: Q2 2023 in Review

LVZ Inc sold out of Amgen (AMGN) in Q2 2023, closing a stake of 1,319 shares — an estimated $319K sold.

LVZ Inc first reported a position in AMGN in Q4 2020 and held it in 10 quarters. The position peaked at $487K in Q4 2022. 2,390 funds tracked by Wall St. Rank hold AMGN as of Q2 2023.

  • LVZ Inc reported no remaining Amgen position as of Q2 2023 after selling out during the quarter.
  • LVZ Inc sold 1,319 Amgen shares in Q2 2023, an estimated $319K.
  • LVZ Inc first reported a position in Amgen in Q4 2020 and held it in 10 quarters.
  • LVZ Inc's Amgen position peaked at $487K in Q4 2022.
  • 2,390 funds tracked by Wall St. Rank held Amgen as of Q2 2023.

Based on LVZ Inc's 13F filing for Q2 2023, filed 18 Jul 2023.