Zega Financial’s Amgen AMGN Stock Holding History

Zega Financial’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 Q3	$1.03M	Buy	+3,202	New	+$1.05M	0.16%	47
2024 Q1	–	Sell	-1,160	Closed	-$334K	–	107
2023 Q4	$334K	Buy	+1,160	New	+$316K	0.11%	67

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Zega Financial's AMGN Position: Q3 2024 in Review

Zega Financial opened a new position in Amgen (AMGN) in Q3 2024: 3,202 shares worth $1.03M. The stake represents 0.16% of the portfolio and ranks #47 among its holdings. This is a return to the name: Zega Financial previously reported a position in AMGN as recently as Q4 2023.

Zega Financial first reported a position in AMGN in Q4 2023 and has held it in 2 quarters since. 2,824 funds tracked by Wall St. Rank hold AMGN as of Q3 2024.

Zega Financial held 3,202 shares of Amgen worth $1.03M as of Q3 2024.
Amgen was a new Zega Financial position in Q3 2024.
Amgen made up 0.16% of Zega Financial's portfolio in Q3 2024, its #47 holding.
Zega Financial first reported a position in Amgen in Q4 2023 and has held it in 2 quarters since.
2,824 funds tracked by Wall St. Rank held Amgen as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.