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Punch & Associates Investment Management’s Amgen AMGN Stock Holding History

Punch & Associates 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
2024
Q1 		– Sell
-900
Closed -$259K – 181
2023
Q4 		$259K Hold
900
– – 0.02% 196
2023
Q3 		$242K Buy
+900
New +$225K 0.02% 192
2022
Q4 		– Sell
-1,000
Closed -$225K – 225
2022
Q3 		$225K Hold
1,000
– – 0.02% 201
2022
Q2 		$243K Sell
1,000
-16
-2% -$3.92K 0.02% 204
2022
Q1 		$246K Buy
1,016
+16
+2% +$3.68K 0.01% 203
2021
Q4 		$225K Hold
1,000
– – 0.01% 211
2021
Q3 		$213K Hold
1,000
– – 0.01% 214
2021
Q2 		$244K Sell
1,000
-44
-4% -$10.8K 0.01% 212
2021
Q1 		$260K Hold
1,044
– – 0.02% 215
2020
Q4 		$240K Hold
1,044
– – 0.02% 208
2020
Q3 		$265K Hold
1,044
– – 0.02% 209
2020
Q2 		$246K Hold
1,044
– – 0.02% 209
2020
Q1 		$212K Buy
+1,044
New +$228K 0.03% 202

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Punch & Associates Investment Management's AMGN Position: Q1 2024 in Review

Punch & Associates Investment Management sold out of Amgen (AMGN) in Q1 2024, closing a stake of 900 shares — an estimated $259K sold.

Punch & Associates Investment Management first reported a position in AMGN in Q1 2020 and held it in 13 quarters. The position peaked at $265K in Q3 2020. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

  • Punch & Associates Investment Management reported no remaining Amgen position as of Q1 2024 after selling out during the quarter.
  • Punch & Associates Investment Management sold 900 Amgen shares in Q1 2024, an estimated $259K.
  • Punch & Associates Investment Management first reported a position in Amgen in Q1 2020 and held it in 13 quarters.
  • Punch & Associates Investment Management's Amgen position peaked at $265K in Q3 2020.
  • 2,715 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Punch & Associates Investment Management's 13F filing for Q1 2024, filed 15 May 2024.