WIC
AMGN icon

Whitegate Investment Counselors’s Amgen AMGN Stock Holding History

Whitegate Investment Counselors’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
2021
Q4 		– Sell
-30,522
Closed -$6.49M – 68
2021
Q3 		$6.49M Buy
30,522
+232
+0.8% +$53.4K 0.92% 31
2021
Q2 		$7.38M Sell
30,290
-4,391
-13% -$1.08M 1.05% 27
2021
Q1 		$8.63M Buy
34,681
+7
+0% +$1.67K 1.32% 23
2020
Q4 		$7.97M Sell
34,674
-573
-2% -$132K 1.29% 23
2020
Q3 		$8.96M Sell
35,247
-184
-0.5% -$45.6K 1.63% 17
2020
Q2 		$8.36M Sell
35,431
-168
-0.5% -$38.3K 1.67% 16
2020
Q1 		$7.22M Sell
35,599
-1,038
-3% -$227K 1.75% 14
2019
Q4 		$8.83M Sell
36,637
-531
-1% -$117K 1.6% 16
2019
Q3 		$7.19M Sell
37,168
-636
-2% -$122K 1.41% 18
2019
Q2 		$6.97M Sell
37,804
-38
-0.1% -$6.8K 1.4% 18
2019
Q1 		$7.19M Sell
37,842
-51
-0.1% -$9.74K 1.49% 16
2018
Q4 		$7.38M Sell
37,893
-18
-0% -$3.51K 1.71% 12
2018
Q3 		$7.86M Sell
37,911
-874
-2% -$172K 1.6% 14
2018
Q2 		$7.16M Buy
38,785
+217
+0.6% +$38.4K 1.46% 18
2018
Q1 		$6.58M Sell
38,568
-104
-0.3% -$19.1K 1.4% 21
2017
Q4 		$6.72M Sell
38,672
-15
-0% -$2.65K 1.4% 20
2017
Q3 		$7.21M Sell
38,687
-575
-1% -$102K 1.59% 13
2017
Q2 		$6.76M Sell
39,262
-85
-0.2% -$13.8K 1.53% 16
2017
Q1 		$6.46M Sell
39,347
-988
-2% -$164K 1.55% 15
2016
Q4 		$5.9M Buy
40,335
+805
+2% +$121K 1.58% 17
2016
Q3 		$6.59M Sell
39,530
-400
-1% -$67.6K 1.79% 12
2016
Q2 		$6.08M Buy
+39,930
New +$6.21M 1.69% 15
2014
Q1 		$5.53M Buy
+36,900
New +$4.48M 1.52% 18

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whitegate Investment Counselors's AMGN Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Amgen (AMGN) in Q4 2021, closing a stake of 30,522 shares — an estimated $6.49M sold.

Whitegate Investment Counselors first reported a position in AMGN in Q1 2014 and held it in 23 quarters. The position peaked at $8.96M in Q3 2020. 2,293 funds tracked by Wall St. Rank hold AMGN as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Amgen position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 30,522 Amgen shares in Q4 2021, an estimated $6.49M.
  • Whitegate Investment Counselors first reported a position in Amgen in Q1 2014 and held it in 23 quarters.
  • Whitegate Investment Counselors's Amgen position peaked at $8.96M in Q3 2020.
  • 2,293 funds tracked by Wall St. Rank held Amgen as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.