Meristem Family Wealth’s Amgen AMGN Stock Holding History

Meristem Family Wealth’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
2022 Q1	$480K	Sell	1,983 -1,725	-47%	-$396K	0.05%	187
2021 Q4	$834K	Sell	3,708 -702	-16%	-$148K	0.07%	161
2021 Q3	$938K	Buy	4,410 +2,062	+88%	+$475K	0.09%	144
2021 Q2	$572K	Buy	2,348 +1,250	+114%	+$308K	0.09%	158
2021 Q1	$273K	Buy	1,098 +90	+9%	+$21.5K	0.06%	189
2020 Q4	$232K	Hold	1,008	–	–	0.05%	199
2020 Q3	$256K	Hold	1,008	–	–	0.07%	158
2020 Q2	$238K	Hold	1,008	–	–	0.07%	159
2020 Q1	$204K	Buy	1,008 +9	+0.9%	+$1.97K	0.06%	170
2019 Q4	$241K	Buy	+999	New	+$220K	0.06%	167
2016 Q4	–	Sell	-1,266	Closed	-$211K	–	109
2016 Q3	$211K	Buy	+1,266	New	+$214K	0.09%	107

Other funds holding AMGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

Meristem Family Wealth's AMGN Position: Q1 2022 in Review

Meristem Family Wealth reduced its Amgen (AMGN) stake by 47% in Q1 2022, selling an estimated $396K and leaving 1,983 shares worth $480K. The position accounts for 0.05% of the portfolio, ranked #187.

Meristem Family Wealth first reported a position in AMGN in Q3 2016 and has held it in 11 quarters since. The position peaked at $938K in Q3 2021. 2,338 funds tracked by Wall St. Rank hold AMGN as of Q1 2022.

Meristem Family Wealth held 1,983 shares of Amgen worth $480K as of Q1 2022.
Meristem Family Wealth sold 1,725 Amgen shares in Q1 2022, an estimated $396K.
Amgen made up 0.05% of Meristem Family Wealth's portfolio in Q1 2022, its #187 holding.
Meristem Family Wealth first reported a position in Amgen in Q3 2016 and has held it in 11 quarters since.
Meristem Family Wealth's Amgen position peaked at $938K in Q3 2021.
2,338 funds tracked by Wall St. Rank held Amgen as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.