Swarthmore Group’s Amgen AMGN Stock Holding History

Swarthmore 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
2018 Q1	–	Sell	-1,525	Closed	-$265K	–	34
2017 Q4	$265K	Sell	1,525 -75	-5%	-$13.3K	0.06%	49
2017 Q3	$298K	Buy	+1,600	New	+$283K	0.07%	49
2016 Q1	–	Sell	-3,625	Closed	-$588K	–	52
2015 Q4	$588K	Hold	3,625	–	–	0.06%	45
2015 Q3	$501K	Buy	3,625 +250	+7%	+$39.4K	0.05%	43
2015 Q2	$518K	Hold	3,375	–	–	0.05%	42
2015 Q1	$539K	Sell	3,375 -500	-13%	-$78.7K	0.05%	39
2014 Q4	$617K	Buy	3,875 +700	+22%	+$109K	0.06%	36
2014 Q3	$446K	Hold	3,175	–	–	0.04%	44
2014 Q2	$376K	Sell	3,175 -200	-6%	-$23.2K	0.04%	49
2014 Q1	$416K	Buy	3,375 +350	+12%	+$42.4K	0.05%	39
2013 Q4	$345K	Sell	3,025 -4,325	-59%	-$492K	0.04%	41
2013 Q3	$823K	Hold	7,350	–	–	0.11%	37
2013 Q2	$725K	Buy	+7,350	New	+$763K	0.09%	38

Other funds holding AMGN

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Swarthmore Group's AMGN Position: Q1 2018 in Review

Swarthmore Group sold out of Amgen (AMGN) in Q1 2018, closing a stake of 1,525 shares — an estimated $265K sold.

Swarthmore Group first reported a position in AMGN in Q2 2013 and held it in 13 quarters. The position peaked at $823K in Q3 2013. 1,749 funds tracked by Wall St. Rank hold AMGN as of Q1 2018.

Swarthmore Group reported no remaining Amgen position as of Q1 2018 after selling out during the quarter.
Swarthmore Group sold 1,525 Amgen shares in Q1 2018, an estimated $265K.
Swarthmore Group first reported a position in Amgen in Q2 2013 and held it in 13 quarters.
Swarthmore Group's Amgen position peaked at $823K in Q3 2013.
1,749 funds tracked by Wall St. Rank held Amgen as of Q1 2018.

Based on Swarthmore Group's 13F filing for Q1 2018, filed 12 Apr 2018.