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Rowland Carmichael Advisors’s Amgen AMGN Stock Holding History

Rowland Carmichael Advisors’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
2020
Q4 		$263K Buy
1,142
+77
+7% +$17.8K 0.08% 248
2020
Q3 		$271K Buy
1,065
+53
+5% +$13.1K 0.11% 212
2020
Q2 		$239K Buy
+1,012
New +$231K 0.1% 225
2018
Q3 		– Sell
-1,100
Closed -$203K – 348
2018
Q2 		$203K Buy
+1,100
New +$195K 0.09% 264
2017
Q4 		– Sell
-1,100
Closed -$205K – 320
2017
Q3 		$205K Buy
+1,100
New +$195K 0.11% 226

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rowland Carmichael Advisors's AMGN Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Amgen (AMGN) stake by 7.2% in Q4 2020, buying an estimated $17.8K and bringing the position to 1,142 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #248.

Rowland Carmichael Advisors first reported a position in AMGN in Q3 2017 and has held it in 5 quarters since. The position peaked at $271K in Q3 2020. 2,218 funds tracked by Wall St. Rank hold AMGN as of Q4 2020.

  • Rowland Carmichael Advisors held 1,142 shares of Amgen worth $263K as of Q4 2020.
  • Rowland Carmichael Advisors bought 77 Amgen shares in Q4 2020, an estimated $17.8K.
  • Amgen made up 0.08% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #248 holding.
  • Rowland Carmichael Advisors first reported a position in Amgen in Q3 2017 and has held it in 5 quarters since.
  • Rowland Carmichael Advisors's Amgen position peaked at $271K in Q3 2020.
  • 2,218 funds tracked by Wall St. Rank held Amgen as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.