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Mount Lucas Management’s Amgen AMGN Stock Holding History

Mount Lucas 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
2023
Q4 		– Sell
-10,168
Closed -$2.73M – 146
2023
Q3 		$2.73M Sell
10,168
-87
-0.8% -$21.7K 0.97% 25
2023
Q2 		$2.28M Sell
10,255
-1,367
-12% -$317K 0.76% 62
2023
Q1 		$2.81M Buy
11,622
+579
+5% +$142K 0.74% 44
2022
Q4 		$2.9M Buy
+11,043
New +$2.96M 0.95% 37

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mount Lucas Management's AMGN Position: Q4 2023 in Review

Mount Lucas Management sold out of Amgen (AMGN) in Q4 2023, closing a stake of 10,168 shares — an estimated $2.73M sold.

Mount Lucas Management first reported a position in AMGN in Q4 2022 and held it in 4 quarters. The position peaked at $2.9M in Q4 2022. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q4 2023.

  • Mount Lucas Management reported no remaining Amgen position as of Q4 2023 after selling out during the quarter.
  • Mount Lucas Management sold 10,168 Amgen shares in Q4 2023, an estimated $2.73M.
  • Mount Lucas Management first reported a position in Amgen in Q4 2022 and held it in 4 quarters.
  • Mount Lucas Management's Amgen position peaked at $2.9M in Q4 2022.
  • 2,715 funds tracked by Wall St. Rank held Amgen as of Q4 2023.

Based on Mount Lucas Management's 13F filing for Q4 2023, filed 7 Feb 2024.