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Tevis Investment Management’s Amgen AMGN Stock Holding History

Tevis Investment Management’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
Q4 		– Sell
-361
Closed -$81K – 89
2022
Q3 		$81K Buy
361
+59
+20% +$14.3K 0.08% 150
2022
Q2 		$72K Buy
302
+26
+9% +$6.37K 0.07% 155
2022
Q1 		$66K Buy
276
+101
+58% +$23.2K 0.06% 174
2021
Q4 		$39K Buy
+175
New +$36.9K 0.03% 231

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tevis Investment Management's AMGN Position: Q4 2022 in Review

Tevis Investment Management sold out of Amgen (AMGN) in Q4 2022, closing a stake of 361 shares — an estimated $81K sold.

Tevis Investment Management first reported a position in AMGN in Q4 2021 and held it in 4 quarters. The position peaked at $81K in Q3 2022. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q4 2022.

  • Tevis Investment Management reported no remaining Amgen position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 361 Amgen shares in Q4 2022, an estimated $81K.
  • Tevis Investment Management first reported a position in Amgen in Q4 2021 and held it in 4 quarters.
  • Tevis Investment Management's Amgen position peaked at $81K in Q3 2022.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.