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Wellesley Investment Partners’s Amgen AMGN Stock Holding History

Wellesley Investment Partners’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
2020
Q3 		$931K Sell
3,665
-550
-13% -$136K 0.32% 28
2020
Q2 		$994K Sell
4,215
-908
-18% -$207K 0.35% 27
2020
Q1 		$1.04M Sell
5,123
-898
-15% -$196K 0.41% 24
2019
Q4 		$1.45M Buy
6,021
+596
+11% +$131K 0.45% 22
2019
Q3 		$1.05M Buy
5,425
+288
+6% +$55.3K 0.34% 33
2019
Q2 		$946K Sell
5,137
-785
-13% -$141K 0.33% 36
2019
Q1 		$1.13M Sell
5,922
-90
-1% -$17.2K 0.39% 36
2018
Q4 		$1.17M Sell
6,012
-147
-2% -$28.7K 0.42% 35
2018
Q3 		$1.28M Buy
6,159
+336
+6% +$66.2K 0.42% 39
2018
Q2 		$1.07M Buy
5,823
+2
+0% +$354 0.37% 48
2018
Q1 		$992K Buy
5,821
+370
+7% +$67.9K 0.36% 53
2017
Q4 		$947K Buy
5,451
+313
+6% +$55.4K 0.36% 51
2017
Q3 		$957K Sell
5,138
-272
-5% -$48.2K 0.39% 46
2017
Q2 		$931K Buy
5,410
+627
+13% +$102K 0.39% 49
2017
Q1 		$784K Buy
4,783
+770
+19% +$128K 0.35% 54
2016
Q4 		$586K Buy
4,013
+1,128
+39% +$170K 0.28% 62
2016
Q3 		$481K Buy
+2,885
New +$488K 0.25% 66

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellesley Investment Partners's AMGN Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Amgen (AMGN) stake by 13% in Q3 2020, selling an estimated $136K and leaving 3,665 shares worth $931K. The position accounts for 0.32% of the portfolio, ranked #28.

Wellesley Investment Partners first reported a position in AMGN in Q3 2016 and has held it in 17 quarters since. The position peaked at $1.45M in Q4 2019. 2,127 funds tracked by Wall St. Rank hold AMGN as of Q3 2020.

  • Wellesley Investment Partners held 3,665 shares of Amgen worth $931K as of Q3 2020.
  • Wellesley Investment Partners sold 550 Amgen shares in Q3 2020, an estimated $136K.
  • Amgen made up 0.32% of Wellesley Investment Partners's portfolio in Q3 2020, its #28 holding.
  • Wellesley Investment Partners first reported a position in Amgen in Q3 2016 and has held it in 17 quarters since.
  • Wellesley Investment Partners's Amgen position peaked at $1.45M in Q4 2019.
  • 2,127 funds tracked by Wall St. Rank held Amgen as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.