Wintrust Investments’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $199K | Sell |
763
-829
| -52% | -$246K | 0.18% | 95 |
|
|
2024
Q3 | $513K | Sell |
1,592
-13,653
| -90% | -$4.47M | 0.38% | 46 |
|
|
2024
Q2 | $4.76M | Sell |
15,245
-95
| -0.6% | -$27.9K | 0.39% | 48 |
|
|
2024
Q1 | $4.36M | Buy |
15,340
+299
| +2% | +$87.5K | 0.38% | 50 |
|
|
2023
Q4 | $4.33M | Sell |
15,041
-26,530
| -64% | -$7.23M | 0.42% | 47 |
|
|
2023
Q3 | $11.2M | Sell |
41,571
-141
| -0.3% | -$35.2K | 1.17% | 15 |
|
|
2023
Q2 | $9.23M | Sell |
41,712
-12,311
| -23% | -$2.86M | 0.93% | 18 |
|
|
2023
Q1 | $13M | Sell |
54,023
-3,542
| -6% | -$869K | 1.66% | 11 |
|
|
2022
Q4 | $14.9M | Buy |
57,565
+39,021
| +210% | +$10.5M | 1.94% | 9 |
|
|
2022
Q3 | $4.12M | Sell |
18,544
-2,021
| -10% | -$490K | 0.52% | 40 |
|
|
2022
Q2 | $4.74M | Sell |
20,565
-2,659
| -11% | -$652K | 0.57% | 35 |
|
|
2022
Q1 | $5.33M | Sell |
23,224
-1,031
| -4% | -$237K | 0.51% | 41 |
|
|
2021
Q4 | $5.4M | Buy |
24,255
+4,650
| +24% | +$981K | 0.51% | 36 |
|
|
2021
Q3 | $4.24M | Buy |
19,605
+10,996
| +128% | +$2.53M | 0.57% | 30 |
|
|
2021
Q2 | $2.09M | Buy |
8,609
+1,288
| +18% | +$317K | 0.21% | 96 |
|
|
2021
Q1 | $1.82M | Buy |
+7,321
| New | +$1.75M | 0.19% | 108 |
|
|
2020
Q4 | – | Sell |
-1,300
| Closed | -$270K | – | 186 |
|
|
2020
Q3 | $270K | Sell |
1,300
-7,042
| -84% | -$1.74M | 0.04% | 281 |
|
|
2020
Q2 | $1.93M | Sell |
8,342
-65
| -0.8% | -$14.8K | 0.27% | 69 |
|
|
2020
Q1 | $1.72M | Buy |
8,407
+901
| +12% | +$197K | 0.28% | 68 |
|
|
2019
Q4 | $1.74M | Sell |
7,506
-745
| -9% | -$164K | 0.24% | 79 |
|
|
2019
Q3 | $1.65M | Sell |
8,251
-8,953
| -52% | -$1.72M | 0.25% | 76 |
|
|
2019
Q2 | $3.28M | Buy |
17,204
+4,238
| +33% | +$759K | 0.5% | 39 |
|
|
2019
Q1 | $2.66M | Buy |
12,966
+4,084
| +46% | +$780K | 0.43% | 49 |
|
|
2018
Q4 | $1.83M | Sell |
8,882
-2,855
| -24% | -$557K | 0.34% | 58 |
|
|
2018
Q3 | $2.54M | Buy |
11,737
+1,697
| +17% | +$334K | 0.41% | 44 |
|
|
2018
Q2 | $2.1M | Buy |
10,040
+4,229
| +73% | +$748K | 0.37% | 49 |
|
|
2018
Q1 | $1.16M | Buy |
5,811
+3,197
| +122% | +$587K | 0.3% | 69 |
|
|
2017
Q4 | $455K | Buy |
2,614
+307
| +13% | +$54.3K | 0.11% | 175 |
|
|
2017
Q3 | $430K | Sell |
2,307
-589
| -20% | -$104K | 0.11% | 178 |
|
|
2017
Q2 | $499K | Buy |
2,896
+789
| +37% | +$128K | 0.13% | 160 |
|
|
2017
Q1 | $346K | Buy |
+2,107
| New | +$350K | 0.1% | 207 |
|
Other funds holding AMGN
Wintrust Investments's AMGN Position: Q4 2024 in Review
Wintrust Investments reduced its Amgen (AMGN) stake by 52% in Q4 2024, selling an estimated $246K and leaving 763 shares worth $199K. The position accounts for 0.18% of the portfolio, ranked #95.
Wintrust Investments first reported a position in AMGN in Q1 2017 and has held it in 31 quarters since. The position peaked at $14.9M in Q4 2022. 2,856 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.
- Wintrust Investments held 763 shares of Amgen worth $199K as of Q4 2024.
- Wintrust Investments sold 829 Amgen shares in Q4 2024, an estimated $246K.
- Amgen made up 0.18% of Wintrust Investments's portfolio in Q4 2024, its #95 holding.
- Wintrust Investments first reported a position in Amgen in Q1 2017 and has held it in 31 quarters since.
- Wintrust Investments's Amgen position peaked at $14.9M in Q4 2022.
- 2,856 funds tracked by Wall St. Rank held Amgen as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.