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Surevest’s Amgen AMGN Stock Holding History

Surevest’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 		$121K Sell
535
-155
-22% -$37.6K 0.03% 154
2022
Q2 		$168K Buy
690
+158
+30% +$38.7K 0.04% 145
2022
Q1 		$129K Buy
532
+1
+0.2% +$230 0.03% 148
2021
Q4 		$120K Buy
+531
New +$112K 0.03% 141
2020
Q2 		– Sell
-1,108
Closed -$225K – 82
2020
Q1 		$225K Sell
1,108
-112
-9% -$24.5K 0.12% 93
2019
Q4 		$294K Hold
1,220
– – 0.13% 119
2019
Q3 		$236K Hold
1,220
– – 0.12% 119
2019
Q2 		$225K Buy
+1,220
New +$218K 0.12% 126

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

Surevest's AMGN Position: Q3 2022 in Review

Surevest reduced its Amgen (AMGN) stake by 22% in Q3 2022, selling an estimated $37.6K and leaving 535 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #154.

Surevest first reported a position in AMGN in Q2 2019 and has held it in 8 quarters since. The position peaked at $294K in Q4 2019. 2,322 funds tracked by Wall St. Rank hold AMGN as of Q3 2022.

  • Surevest held 535 shares of Amgen worth $121K as of Q3 2022.
  • Surevest sold 155 Amgen shares in Q3 2022, an estimated $37.6K.
  • Amgen made up 0.03% of Surevest's portfolio in Q3 2022, its #154 holding.
  • Surevest first reported a position in Amgen in Q2 2019 and has held it in 8 quarters since.
  • Surevest's Amgen position peaked at $294K in Q4 2019.
  • 2,322 funds tracked by Wall St. Rank held Amgen as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.