WIL
AMGN icon

Winifred I. Li’s Amgen AMGN Stock Holding History

Winifred I. Li’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
2014
Q4 		$218K Sell
1,365
-13
-0.9% -$2.03K 0.21% 107
2014
Q3 		$193K Sell
1,378
-1,213
-47% -$158K 0.18% 116
2014
Q2 		$307K Sell
2,591
-1,203
-32% -$139K 0.26% 102
2014
Q1 		$468K Hold
3,794
– – 0.41% 86
2013
Q4 		$433K Buy
3,794
+85
+2% +$9.67K 0.37% 90
2013
Q3 		$415K Sell
3,709
-24
-0.6% -$2.6K 0.38% 90
2013
Q2 		$368K Buy
+3,733
New +$387K 0.34% 95

Other funds holding AMGN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Winifred I. Li's AMGN Position: Q4 2014 in Review

Winifred I. Li reduced its Amgen (AMGN) stake by 0.94% in Q4 2014, selling an estimated $2.03K and leaving 1,365 shares worth $218K. The position accounts for 0.21% of the portfolio, ranked #107.

Winifred I. Li first reported a position in AMGN in Q2 2013 and has held it in 7 quarters since. The position peaked at $468K in Q1 2014. 1,341 funds tracked by Wall St. Rank hold AMGN as of Q4 2014.

  • Winifred I. Li held 1,365 shares of Amgen worth $218K as of Q4 2014.
  • Winifred I. Li sold 13 Amgen shares in Q4 2014, an estimated $2.03K.
  • Amgen made up 0.21% of Winifred I. Li's portfolio in Q4 2014, its #107 holding.
  • Winifred I. Li first reported a position in Amgen in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Amgen position peaked at $468K in Q1 2014.
  • 1,341 funds tracked by Wall St. Rank held Amgen as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.