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Squar Milner Financial Services’s Amgen AMGN Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-3,043
Closed -$718K – 13
2020
Q2 		$718K Sell
3,043
-62
-2% -$14.1K 0.41% 64
2020
Q1 		$629K Buy
3,105
+190
+7% +$41.5K 0.38% 52
2019
Q4 		$702K Sell
2,915
-223
-7% -$49.2K 0.35% 57
2019
Q3 		$798K Buy
3,138
+681
+28% +$131K 0.41% 64
2019
Q2 		$453K Sell
2,457
-206
-8% -$36.9K 0.31% 76
2019
Q1 		$505K Hold
2,663
– – 0.37% 55
2018
Q4 		$518K Buy
2,663
+28
+1% +$5.46K 0.5% 41
2018
Q3 		$546K Sell
2,635
-313
-11% -$61.7K 0.49% 43
2018
Q2 		$544K Hold
2,948
– – 0.48% 48
2018
Q1 		$503K Hold
2,948
– – 0.64% 45
2017
Q4 		$584K Buy
+2,948
New +$522K 0.71% 36

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Squar Milner Financial Services's AMGN Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Amgen (AMGN) in Q3 2020, closing a stake of 3,043 shares — an estimated $718K sold.

Squar Milner Financial Services first reported a position in AMGN in Q4 2017 and held it in 11 quarters. The position peaked at $798K in Q3 2019. 2,127 funds tracked by Wall St. Rank hold AMGN as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Amgen position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 3,043 Amgen shares in Q3 2020, an estimated $718K.
  • Squar Milner Financial Services first reported a position in Amgen in Q4 2017 and held it in 11 quarters.
  • Squar Milner Financial Services's Amgen position peaked at $798K in Q3 2019.
  • 2,127 funds tracked by Wall St. Rank held Amgen as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.