Trail Ridge Investment Advisors’s Amgen AMGN Stock Holding History

Trail Ridge Investment 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
2024 Q1	–	Sell	-1,904	Closed	-$548K	–	104
2023 Q4	$548K	Sell	1,904 -22	-1%	-$5.99K	0.34%	62
2023 Q3	$518K	Buy	1,926 +9	+0.5%	+$2.25K	0.35%	61
2023 Q2	$426K	Sell	1,917 -155	-7%	-$36K	0.26%	77
2023 Q1	$501K	Sell	2,072 -561	-21%	-$138K	0.33%	72
2022 Q4	$692K	Buy	2,633 +250	+10%	+$67K	0.48%	61
2022 Q3	$679K	Sell	2,383 -139	-6%	-$33.7K	0.45%	65
2022 Q2	$614K	Hold	2,522	–	–	0.42%	73
2022 Q1	$610K	Sell	2,522 -559	-18%	-$128K	0.37%	76
2021 Q4	$693K	Buy	+3,081	New	+$650K	0.42%	67

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Trail Ridge Investment Advisors's AMGN Position: Q1 2024 in Review

Trail Ridge Investment Advisors sold out of Amgen (AMGN) in Q1 2024, closing a stake of 1,904 shares — an estimated $548K sold.

Trail Ridge Investment Advisors first reported a position in AMGN in Q4 2021 and held it in 9 quarters. The position peaked at $693K in Q4 2021. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.

Trail Ridge Investment Advisors reported no remaining Amgen position as of Q1 2024 after selling out during the quarter.
Trail Ridge Investment Advisors sold 1,904 Amgen shares in Q1 2024, an estimated $548K.
Trail Ridge Investment Advisors first reported a position in Amgen in Q4 2021 and held it in 9 quarters.
Trail Ridge Investment Advisors's Amgen position peaked at $693K in Q4 2021.
2,715 funds tracked by Wall St. Rank held Amgen as of Q1 2024.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.