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Spearhead Capital Advisors’s Amgen AMGN Stock Holding History

Spearhead Capital 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
2022
Q3 		$996K Sell
4,417
-33,477
-88% -$8.11M 1.08% 29
2022
Q2 		$9.22M Sell
37,894
-7,833
-17% -$1.92M 1.38% 28
2022
Q1 		$11.1M Buy
45,727
+2,514
+6% +$578K 1.37% 23
2021
Q4 		$9.72M Buy
43,213
+1,238
+3% +$261K 1.17% 40
2021
Q3 		$8.93M Buy
41,975
+6,160
+17% +$1.42M 1.19% 40
2021
Q2 		$8.73M Buy
35,815
+621
+2% +$153K 1.19% 40
2021
Q1 		$8.76M Buy
35,194
+8,212
+30% +$1.96M 1.29% 28
2020
Q4 		$6.2M Buy
26,982
+808
+3% +$186K 0.99% 49
2020
Q3 		$6.65M Buy
26,174
+1,985
+8% +$492K 1.27% 24
2020
Q2 		$5.71M Sell
24,189
-750
-3% -$171K 1.22% 29
2020
Q1 		$5.06M Buy
24,939
+2,215
+10% +$484K 1.46% 20
2019
Q4 		$5.48M Buy
22,724
+1,227
+6% +$270K 1.36% 19
2019
Q3 		$4.16M Buy
21,497
+20
+0.1% +$3.84K 1.16% 52
2019
Q2 		$3.96M Buy
21,477
+1,788
+9% +$320K 1.16% 49
2019
Q1 		$3.74M Buy
19,689
+788
+4% +$150K 1.13% 47
2018
Q4 		$3.68M Sell
18,901
-435
-2% -$84.9K 1.58% 15
2018
Q3 		$3.98M Buy
19,336
+295
+2% +$58.1K 1.33% 20
2018
Q2 		$3.52M Buy
19,041
+1,108
+6% +$196K 1.26% 22
2018
Q1 		$3.06M Buy
17,933
+11,994
+202% +$2.2M 1.19% 38
2017
Q4 		$1.03M Buy
+5,939
New +$1.05M 0.5% 52

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spearhead Capital Advisors's AMGN Position: Q3 2022 in Review

Spearhead Capital Advisors reduced its Amgen (AMGN) stake by 88% in Q3 2022, selling an estimated $8.11M and leaving 4,417 shares worth $996K. The position accounts for 1.08% of the portfolio, ranked #29.

Spearhead Capital Advisors first reported a position in AMGN in Q4 2017 and has held it in 20 quarters since. The position peaked at $11.1M in Q1 2022. 2,323 funds tracked by Wall St. Rank hold AMGN as of Q3 2022.

  • Spearhead Capital Advisors held 4,417 shares of Amgen worth $996K as of Q3 2022.
  • Spearhead Capital Advisors sold 33,477 Amgen shares in Q3 2022, an estimated $8.11M.
  • Amgen made up 1.08% of Spearhead Capital Advisors's portfolio in Q3 2022, its #29 holding.
  • Spearhead Capital Advisors first reported a position in Amgen in Q4 2017 and has held it in 20 quarters since.
  • Spearhead Capital Advisors's Amgen position peaked at $11.1M in Q1 2022.
  • 2,323 funds tracked by Wall St. Rank held Amgen as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.