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Lyons Wealth Management’s Amgen AMGN Stock Holding History

Lyons 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
2019
Q1 		– Sell
-4,037
Closed -$784K – 15
2018
Q4 		$784K Buy
4,037
+111
+3% +$21.7K 2.56% 12
2018
Q3 		$813K Sell
3,926
-848
-18% -$167K 1.61% 25
2018
Q2 		$881K Sell
4,774
-1,086
-19% -$192K 1.26% 14
2018
Q1 		$999K Buy
+5,860
New +$1.08M 1.52% 10
2016
Q1 		– Sell
-1,261
Closed -$205K – 63
2015
Q4 		$205K Buy
+1,261
New +$198K 0.26% 50
2013
Q3 		– Sell
-3,643
Closed -$359K – 78
2013
Q2 		$359K Buy
+3,643
New +$378K 0.36% 29

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Lyons Wealth Management's AMGN Position: Q1 2019 in Review

Lyons Wealth Management sold out of Amgen (AMGN) in Q1 2019, closing a stake of 4,037 shares — an estimated $784K sold.

Lyons Wealth Management first reported a position in AMGN in Q2 2013 and held it in 6 quarters. The position peaked at $999K in Q1 2018. 1,887 funds tracked by Wall St. Rank hold AMGN as of Q1 2019.

  • Lyons Wealth Management reported no remaining Amgen position as of Q1 2019 after selling out during the quarter.
  • Lyons Wealth Management sold 4,037 Amgen shares in Q1 2019, an estimated $784K.
  • Lyons Wealth Management first reported a position in Amgen in Q2 2013 and held it in 6 quarters.
  • Lyons Wealth Management's Amgen position peaked at $999K in Q1 2018.
  • 1,887 funds tracked by Wall St. Rank held Amgen as of Q1 2019.

Based on Lyons Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.