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Oak Ridge Investments’s Amgen AMGN Stock Holding History

Oak Ridge Investments’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
2017
Q1 		– Sell
-1,378
Closed -$201K – 143
2016
Q4 		$201K Buy
1,378
+2
+0.1% +$301 0.01% 145
2016
Q3 		$230K Buy
1,376
+1
+0.1% +$169 0.01% 137
2016
Q2 		$209K Sell
1,375
-2
-0.1% -$311 0.01% 138
2016
Q1 		$206K Sell
1,377
-31
-2% -$4.61K 0.01% 134
2015
Q4 		$229K Buy
+1,408
New +$221K 0.01% 138

Other funds holding AMGN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Ridge Investments's AMGN Position: Q1 2017 in Review

Oak Ridge Investments sold out of Amgen (AMGN) in Q1 2017, closing a stake of 1,378 shares — an estimated $201K sold.

Oak Ridge Investments first reported a position in AMGN in Q4 2015 and held it in 5 quarters. The position peaked at $230K in Q3 2016. 1,600 funds tracked by Wall St. Rank hold AMGN as of Q1 2017.

  • Oak Ridge Investments reported no remaining Amgen position as of Q1 2017 after selling out during the quarter.
  • Oak Ridge Investments sold 1,378 Amgen shares in Q1 2017, an estimated $201K.
  • Oak Ridge Investments first reported a position in Amgen in Q4 2015 and held it in 5 quarters.
  • Oak Ridge Investments's Amgen position peaked at $230K in Q3 2016.
  • 1,600 funds tracked by Wall St. Rank held Amgen as of Q1 2017.

Based on Oak Ridge Investments's 13F filing for Q1 2017, filed 15 May 2017.