Perpetual Investment Management’s Amgen AMGN Stock Holding History

Perpetual Investment 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
2022 Q4	$855K	Sell	3,254 -1,400	-30%	-$375K	0.1%	123
2022 Q3	$1.05M	Hold	4,654	–	–	0.15%	102
2022 Q2	$1.13M	Sell	4,654 -700	-13%	-$172K	0.17%	109
2022 Q1	$1.29M	Hold	5,354	–	–	0.16%	118
2021 Q4	$1.2M	Buy	5,354 +700	+15%	+$148K	0.14%	120
2021 Q3	$990K	Hold	4,654	–	–	0.13%	129
2021 Q2	$1.13M	Buy	4,654 +900	+24%	+$221K	0.16%	121
2021 Q1	$931K	Hold	3,754	–	–	0.15%	94
2020 Q4	$853K	Buy	+3,754	New	+$866K	0.13%	115

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Perpetual Investment Management's AMGN Position: Q4 2022 in Review

Perpetual Investment Management reduced its Amgen (AMGN) stake by 30% in Q4 2022, selling an estimated $375K and leaving 3,254 shares worth $855K. The position accounts for 0.1% of the portfolio, ranked #123.

Perpetual Investment Management first reported a position in AMGN in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.29M in Q1 2022. 2,500 funds tracked by Wall St. Rank hold AMGN as of Q4 2022.

Perpetual Investment Management held 3,254 shares of Amgen worth $855K as of Q4 2022.
Perpetual Investment Management sold 1,400 Amgen shares in Q4 2022, an estimated $375K.
Amgen made up 0.1% of Perpetual Investment Management's portfolio in Q4 2022, its #123 holding.
Perpetual Investment Management first reported a position in Amgen in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's Amgen position peaked at $1.29M in Q1 2022.
2,500 funds tracked by Wall St. Rank held Amgen as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.