Unionview LLC’s Amgen AMGN Stock Holding History

Unionview LLC’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 Q4	$228K	Sell	874 -2	-0.2%	-$593	0.17%	81
2024 Q3	$282K	Buy	876 +32	+4%	+$10.5K	0.22%	70
2024 Q2	$264K	Buy	844 +1	+0.1%	+$294	0.22%	72
2024 Q1	$240K	Sell	843 -1	-0.1%	-$293	0.2%	78
2023 Q4	$243K	Sell	844 -120	-12%	-$32.7K	0.22%	70
2023 Q3	$259K	Buy	964 +6	+0.6%	+$1.5K	0.24%	66
2023 Q2	$213K	Sell	958 -145	-13%	-$33.6K	0.19%	78
2023 Q1	$267K	Sell	1,103 -1	-0.1%	-$245	0.25%	67
2022 Q4	$290K	Sell	1,104 -61	-5%	-$16.4K	0.29%	61
2022 Q3	$263K	Sell	1,165 -601	-34%	-$146K	0.3%	60
2022 Q2	$430K	Hold	1,766	–	–	0.48%	44
2022 Q1	$427K	Hold	1,766	–	–	0.4%	48
2021 Q4	$397K	Buy	+1,766	New	+$373K	0.37%	50

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

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

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Unionview LLC's AMGN Position: Q4 2024 in Review

Unionview LLC reduced its Amgen (AMGN) stake by 0.23% in Q4 2024, selling an estimated $593 and leaving 874 shares worth $228K. The position accounts for 0.17% of the portfolio, ranked #81.

Unionview LLC first reported a position in AMGN in Q4 2021 and has held it in 13 quarters since. The position peaked at $430K in Q2 2022. 2,856 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

Unionview LLC held 874 shares of Amgen worth $228K as of Q4 2024.
Unionview LLC sold 2 Amgen shares in Q4 2024, an estimated $593.
Amgen made up 0.17% of Unionview LLC's portfolio in Q4 2024, its #81 holding.
Unionview LLC first reported a position in Amgen in Q4 2021 and has held it in 13 quarters since.
Unionview LLC's Amgen position peaked at $430K in Q2 2022.
2,856 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.