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Newfound Research’s Amgen AMGN Stock Holding History

Newfound Research’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
Q3 		$42K Sell
187
-198
-51% -$48K 0.1% 122
2022
Q2 		$94K Buy
385
+71
+23% +$17.4K 0.2% 49
2022
Q1 		$76K Buy
+314
New +$72.1K 0.1% 121
2021
Q1 		– Sell
-222
Closed -$51K – 128
2020
Q4 		$51K Buy
+222
New +$51.2K 0.13% 112

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newfound Research's AMGN Position: Q3 2022 in Review

Newfound Research reduced its Amgen (AMGN) stake by 51% in Q3 2022, selling an estimated $48K and leaving 187 shares worth $42K. The position accounts for 0.1% of the portfolio, ranked #122.

Newfound Research first reported a position in AMGN in Q4 2020 and has held it in 4 quarters since. The position peaked at $94K in Q2 2022. 2,322 funds tracked by Wall St. Rank hold AMGN as of Q3 2022.

  • Newfound Research held 187 shares of Amgen worth $42K as of Q3 2022.
  • Newfound Research sold 198 Amgen shares in Q3 2022, an estimated $48K.
  • Amgen made up 0.1% of Newfound Research's portfolio in Q3 2022, its #122 holding.
  • Newfound Research first reported a position in Amgen in Q4 2020 and has held it in 4 quarters since.
  • Newfound Research's Amgen position peaked at $94K in Q2 2022.
  • 2,322 funds tracked by Wall St. Rank held Amgen as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.