UIA
AMGN icon

Ulland Investment Advisors’s Amgen AMGN Stock Holding History

Ulland 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
Q3 		– Sell
-200
Closed -$62K – 204
2024
Q2 		$62K Hold
200
– – 0.04% 103
2024
Q1 		$57K Hold
200
– – 0.05% 106
2023
Q4 		$58K Hold
200
– – 0.06% 96
2023
Q3 		$54K Hold
200
– – 0.06% 102
2023
Q2 		$44K Hold
200
– – 0.05% 105
2023
Q1 		$48K Hold
200
– – 0.06% 94
2022
Q4 		$53K Hold
200
– – 0.06% 91
2022
Q3 		$45K Hold
200
– – 0.05% 98
2022
Q2 		$49K Hold
200
– – 0.05% 99
2022
Q1 		$48K Hold
200
– – 0.04% 105
2021
Q4 		$45K Buy
+200
New +$42.2K 0.03% 109

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ulland Investment Advisors's AMGN Position: Q3 2024 in Review

Ulland Investment Advisors sold out of Amgen (AMGN) in Q3 2024, closing a stake of 200 shares — an estimated $62K sold.

Ulland Investment Advisors first reported a position in AMGN in Q4 2021 and held it in 11 quarters. The position peaked at $62K in Q2 2024. 2,823 funds tracked by Wall St. Rank hold AMGN as of Q3 2024.

  • Ulland Investment Advisors reported no remaining Amgen position as of Q3 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 200 Amgen shares in Q3 2024, an estimated $62K.
  • Ulland Investment Advisors first reported a position in Amgen in Q4 2021 and held it in 11 quarters.
  • Ulland Investment Advisors's Amgen position peaked at $62K in Q2 2024.
  • 2,823 funds tracked by Wall St. Rank held Amgen as of Q3 2024.

Based on Ulland Investment Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.