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Sterneck Capital Management’s Amgen AMGN Stock Holding History

Sterneck Capital Management’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 		– Sell
-800
Closed -$203K – 78
2020
Q3 		$203K Buy
+800
New +$198K 0.17% 68
2018
Q3 		– Sell
-1,300
Closed -$240K – 101
2018
Q2 		$240K Hold
1,300
– – 0.17% 92
2018
Q1 		$222K Buy
+1,300
New +$239K 0.13% 103

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

Sterneck Capital Management's AMGN Position: Q4 2020 in Review

Sterneck Capital Management sold out of Amgen (AMGN) in Q4 2020, closing a stake of 800 shares — an estimated $203K sold.

Sterneck Capital Management first reported a position in AMGN in Q1 2018 and held it in 3 quarters. The position peaked at $240K in Q2 2018. 2,218 funds tracked by Wall St. Rank hold AMGN as of Q4 2020.

  • Sterneck Capital Management reported no remaining Amgen position as of Q4 2020 after selling out during the quarter.
  • Sterneck Capital Management sold 800 Amgen shares in Q4 2020, an estimated $203K.
  • Sterneck Capital Management first reported a position in Amgen in Q1 2018 and held it in 3 quarters.
  • Sterneck Capital Management's Amgen position peaked at $240K in Q2 2018.
  • 2,218 funds tracked by Wall St. Rank held Amgen as of Q4 2020.

Based on Sterneck Capital Management's 13F filing for Q4 2020, filed 26 Jan 2021.