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Sigma Investment Counselors’s Amgen AMGN Stock Holding History

Sigma Investment Counselors’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 		– Sell
-919
Closed -$207K – 184
2022
Q3 		$207K Hold
919
– – 0.02% 175
2022
Q2 		$224K Hold
919
– – 0.02% 170
2022
Q1 		$222K Sell
919
-9
-1% -$2.07K 0.02% 178
2021
Q4 		$209K Buy
+928
New +$196K 0.01% 190
2021
Q3 		– Sell
-919
Closed -$224K – 192
2021
Q2 		$224K Buy
919
+24
+3% +$5.9K 0.02% 181
2021
Q1 		$223K Sell
895
-20
-2% -$4.77K 0.02% 167
2020
Q4 		$210K Buy
915
+39
+4% +$8.99K 0.02% 167
2020
Q3 		$223K Buy
+876
New +$217K 0.04% 114
2020
Q1 		– Sell
-853
Closed -$206K – 145
2019
Q4 		$206K Buy
+853
New +$188K 0.02% 153
2018
Q3 		– Sell
-1,101
Closed -$203K – 149
2018
Q2 		$203K Buy
+1,101
New +$195K 0.03% 133
2017
Q1 		– Sell
-4,268
Closed -$624K – 134
2016
Q4 		$624K Sell
4,268
-32
-0.7% -$4.82K 0.1% 79
2016
Q3 		$717K Sell
4,300
-179
-4% -$30.3K 0.12% 80
2016
Q2 		$681K Sell
4,479
-40
-0.9% -$6.22K 0.12% 81
2016
Q1 		$678K Sell
4,519
-823
-15% -$122K 0.12% 79
2015
Q4 		$867K Buy
5,342
+180
+3% +$28.3K 0.16% 75
2015
Q3 		$714K Hold
5,162
– – 0.14% 75
2015
Q2 		$792K Hold
5,162
– – 0.15% 74
2015
Q1 		$825K Sell
5,162
-100
-2% -$15.7K 0.15% 71
2014
Q4 		$838K Hold
5,262
– – 0.16% 76
2014
Q3 		$739K Hold
5,262
– – 0.14% 75
2014
Q2 		$623K Hold
5,262
– – 0.12% 78
2014
Q1 		$649K Hold
5,262
– – 0.13% 72
2013
Q4 		$600K Hold
5,262
– – 0.13% 74
2013
Q3 		$589K Buy
+5,262
New +$571K 0.14% 74

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sigma Investment Counselors's AMGN Position: Q4 2022 in Review

Sigma Investment Counselors sold out of Amgen (AMGN) in Q4 2022, closing a stake of 919 shares — an estimated $207K sold.

Sigma Investment Counselors first reported a position in AMGN in Q3 2013 and held it in 24 quarters. The position peaked at $867K in Q4 2015. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q4 2022.

  • Sigma Investment Counselors reported no remaining Amgen position as of Q4 2022 after selling out during the quarter.
  • Sigma Investment Counselors sold 919 Amgen shares in Q4 2022, an estimated $207K.
  • Sigma Investment Counselors first reported a position in Amgen in Q3 2013 and held it in 24 quarters.
  • Sigma Investment Counselors's Amgen position peaked at $867K in Q4 2015.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q4 2022.

Based on Sigma Investment Counselors's 13F filing for Q4 2022, filed 27 Jan 2023.