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SpiderRock Advisors’s Amgen AMGN Stock Holding History

SpiderRock 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
2024
Q3 		$25.2M Sell
78,296
-3,327
-4% -$1.09M 0.4% 42
2024
Q2 		$25.5M Buy
81,623
+11,772
+17% +$3.46M 0.51% 36
2024
Q1 		$18.9M Buy
+69,851
New +$20.4M 0.47% 44
2017
Q3 		– Hold
0
– – – 55
2017
Q2 		– Hold
0
– – – 63
2017
Q1 		– Hold
0
– – – 10

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SpiderRock Advisors's AMGN Position: Q3 2024 in Review

SpiderRock Advisors reduced its Amgen (AMGN) stake by 4.1% in Q3 2024, selling an estimated $1.09M and leaving 78,296 shares worth $25.2M. The position accounts for 0.4% of the portfolio, ranked #42.

SpiderRock Advisors first reported a position in AMGN in Q1 2024 and has held it in 3 quarters since. The position peaked at $25.5M in Q2 2024. 2,824 funds tracked by Wall St. Rank hold AMGN as of Q3 2024.

  • SpiderRock Advisors held 78,296 shares of Amgen worth $25.2M as of Q3 2024.
  • SpiderRock Advisors sold 3,327 Amgen shares in Q3 2024, an estimated $1.09M.
  • Amgen made up 0.4% of SpiderRock Advisors's portfolio in Q3 2024, its #42 holding.
  • SpiderRock Advisors first reported a position in Amgen in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Amgen position peaked at $25.5M in Q2 2024.
  • 2,824 funds tracked by Wall St. Rank held Amgen as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.