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Steward Financial Group’s Amgen AMGN Stock Holding History

Steward Financial Group’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
2023
Q3 		$380K Buy
1,417
+47
+3% +$11.7K 0.12% 47
2023
Q2 		$304K Sell
1,370
-49
-3% -$11.4K 0.1% 52
2023
Q1 		$343K Buy
1,419
+65
+5% +$16K 0.11% 32
2022
Q4 		$355K Hold
1,354
– – 0.18% 28
2022
Q3 		$305K Buy
1,354
+1,181
+683% +$286K 0.23% 39
2022
Q2 		$42K Buy
173
+98
+131% +$24K 0.03% 105
2022
Q1 		$18K Hold
75
– – 0.02% 164
2021
Q4 		$16K Buy
+75
New +$15.8K 0.01% 133

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's AMGN Position: Q3 2023 in Review

Steward Financial Group increased its Amgen (AMGN) stake by 3.4% in Q3 2023, buying an estimated $11.7K and bringing the position to 1,417 shares worth $380K. The position accounts for 0.12% of the portfolio, ranked #47.

Steward Financial Group first reported a position in AMGN in Q4 2021 and has held it in 8 quarters since. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q3 2023.

  • Steward Financial Group held 1,417 shares of Amgen worth $380K as of Q3 2023.
  • Steward Financial Group bought 47 Amgen shares in Q3 2023, an estimated $11.7K.
  • Amgen made up 0.12% of Steward Financial Group's portfolio in Q3 2023, its #47 holding.
  • Steward Financial Group first reported a position in Amgen in Q4 2021 and has held it in 8 quarters since.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.