Swaine & Leidel Wealth Services’s Amgen AMGN Stock Holding History

Swaine & Leidel Wealth 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
2022 Q1	$3.91M	Buy	+3,909	New	+$898K	3.01%	13
2021 Q3	$3.89M	Buy	+18,301	New	+$4.21M	3.43%	15
2021 Q1	$3.91M	Buy	15,711 +3,224	+26%	+$769K	2.52%	18
2020 Q4	$2.87M	Buy	12,487 +541	+5%	+$125K	2.08%	30
2020 Q3	$3.04M	Sell	11,946 -3,484	-23%	-$863K	2.96%	15
2020 Q2	$3.64M	Buy	15,430 +418	+3%	+$95.4K	3.71%	5
2020 Q1	$3.04M	Buy	15,012 +1,065	+8%	+$233K	3.16%	4
2019 Q4	$3.36M	Buy	+13,947	New	+$3.07M	2.8%	8
2019 Q1	–	Sell	-7,371	Closed	-$1.38M	–	50
2018 Q4	$1.38M	Buy	+7,371	New	+$1.44M	2.19%	27

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Swaine & Leidel Wealth Services's AMGN Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Amgen (AMGN) in Q1 2022: 3,909 shares worth $3.91M. The stake represents 3.01% of the portfolio and ranks #13 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in AMGN as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in AMGN in Q4 2018 and has held it in 9 quarters since. 2,336 funds tracked by Wall St. Rank hold AMGN as of Q1 2022.

Swaine & Leidel Wealth Services held 3,909 shares of Amgen worth $3.91M as of Q1 2022.
Amgen was a new Swaine & Leidel Wealth Services position in Q1 2022.
Amgen made up 3.01% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #13 holding.
Swaine & Leidel Wealth Services first reported a position in Amgen in Q4 2018 and has held it in 9 quarters since.
2,336 funds tracked by Wall St. Rank held Amgen as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.