ZCA
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Zeke Capital Advisors’s Amgen AMGN Stock Holding History

Zeke Capital Advisors’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
2022
Q4 		$725K Sell
2,761
-714
-21% -$191K 0.05% 189
2022
Q3 		$784K Sell
3,475
-3
-0.1% -$727 0.06% 152
2022
Q2 		$847K Buy
3,478
+726
+26% +$178K 0.06% 150
2022
Q1 		$666K Buy
+2,752
New +$632K 0.03% 183
2020
Q1 		– Sell
-8,805
Closed -$2.12M – 250
2019
Q4 		$2.12M Sell
8,805
-12
-0.1% -$2.65K 0.18% 107
2019
Q3 		$1.71M Sell
8,817
-1,211
-12% -$232K 0.15% 111
2019
Q2 		$1.85M Sell
10,028
-1,407
-12% -$252K 0.17% 104
2019
Q1 		$2.17M Buy
11,435
+13
+0.1% +$2.48K 0.2% 94
2018
Q4 		$2.22M Sell
11,422
-3,458
-23% -$675K 0.21% 86
2018
Q3 		$3.08M Sell
14,880
-16
-0.1% -$3.15K 0.25% 67
2018
Q2 		$2.75M Sell
14,896
-1,563
-9% -$276K 0.26% 71
2018
Q1 		$2.81M Buy
16,459
+4,286
+35% +$787K 0.26% 68
2017
Q4 		$2.12M Sell
12,173
-793
-6% -$140K 0.22% 75
2017
Q3 		$2.42M Buy
12,966
+6,550
+102% +$1.16M 0.33% 52
2017
Q2 		$1.1M Buy
6,416
+1,557
+32% +$253K 0.21% 63
2017
Q1 		$797K Buy
4,859
+1,153
+31% +$192K 0.16% 74
2016
Q4 		$542K Buy
3,706
+2,046
+123% +$308K 0.15% 75
2016
Q3 		$264K Buy
+1,660
New +$281K 0.12% 67
2015
Q2 		– Sell
-1,389
Closed -$222K – 50
2015
Q1 		$222K Sell
1,389
-82
-6% -$12.9K 0.17% 59
2014
Q4 		$234K Buy
+1,471
New +$229K 0.18% 61

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zeke Capital Advisors's AMGN Position: Q4 2022 in Review

Zeke Capital Advisors reduced its Amgen (AMGN) stake by 21% in Q4 2022, selling an estimated $191K and leaving 2,761 shares worth $725K. The position accounts for 0.05% of the portfolio, ranked #189.

Zeke Capital Advisors first reported a position in AMGN in Q4 2014 and has held it in 20 quarters since. The position peaked at $3.08M in Q3 2018. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q4 2022.

  • Zeke Capital Advisors held 2,761 shares of Amgen worth $725K as of Q4 2022.
  • Zeke Capital Advisors sold 714 Amgen shares in Q4 2022, an estimated $191K.
  • Amgen made up 0.05% of Zeke Capital Advisors's portfolio in Q4 2022, its #189 holding.
  • Zeke Capital Advisors first reported a position in Amgen in Q4 2014 and has held it in 20 quarters since.
  • Zeke Capital Advisors's Amgen position peaked at $3.08M in Q3 2018.
  • 2,501 funds tracked by Wall St. Rank held Amgen as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.