Syntax Advisors’s Amgen AMGN Stock Holding History

Syntax Advisors’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	$241K	Sell	898 -149	-14%	-$37.2K	0.21%	111
2023 Q2	$232K	Sell	1,047 -6	-0.6%	-$1.39K	0.19%	155
2023 Q1	$255K	Buy	1,053 +189	+22%	+$46.4K	0.19%	141
2022 Q4	$227K	Sell	864 -170	-16%	-$45.6K	0.19%	154
2022 Q3	$233K	Buy	1,034 +32	+3%	+$7.76K	0.2%	144
2022 Q2	$244K	Sell	1,002 -2	-0.2%	-$490	0.21%	136
2022 Q1	$243K	Sell	1,004 -230	-19%	-$52.8K	0.2%	154
2021 Q4	$278K	Buy	+1,234	New	+$260K	0.21%	133

Other funds holding AMGN

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

BlackRock New York $5.72T AUM 30.48% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Syntax Advisors's AMGN Position: Q3 2023 in Review

Syntax Advisors reduced its Amgen (AMGN) stake by 14% in Q3 2023, selling an estimated $37.2K and leaving 898 shares worth $241K. The position accounts for 0.21% of the portfolio, ranked #111.

Syntax Advisors first reported a position in AMGN in Q4 2021 and has held it in 8 quarters since. The position peaked at $278K in Q4 2021. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q3 2023.

Syntax Advisors held 898 shares of Amgen worth $241K as of Q3 2023.
Syntax Advisors sold 149 Amgen shares in Q3 2023, an estimated $37.2K.
Amgen made up 0.21% of Syntax Advisors's portfolio in Q3 2023, its #111 holding.
Syntax Advisors first reported a position in Amgen in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Amgen position peaked at $278K in Q4 2021.
2,501 funds tracked by Wall St. Rank held Amgen as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.