Bellevue Asset Management AG AMGN β€” Amgen Inc.

Ownership history in Bellevue Asset Management AG  Β·  4 quarters on record

AI Ownership Summary

Bellevue Asset Management AG reported Amgen Inc. (AMGN) in 4 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bellevue Asset Management AG's position in Amgen Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
4 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bellevue Asset Management AG held AMGN β€” position size vs. price
% of Fund (quarterly)    AMGN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Bellevue Asset Management AG and AMGN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bellevue Asset Management AG reported owning AMGN?

Bellevue Asset Management AG reported AMGN across 0 quarterly 13F filings.

What was the largest reported AMGN position in Bellevue Asset Management AG's portfolio?

This page shows the quarter-by-quarter portfolio weight history for AMGN in Bellevue Asset Management AG.

What is the latest reported AMGN position on this page?

The most recent filing on this page is 2015 Q4, when Bellevue Asset Management AG reported 123,000 shares, equal to 3.04% of portfolio, with an estimated market value of $20.0M.

What does the chart on this AMGN ownership page compare?

The chart compares Bellevue Asset Management AG's quarterly AMGN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bellevue Asset Management AG time their AMGN position?

Based on 13F filing dates vs. subsequent AMGN price moves, Bellevue Asset Management AG correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on AMGN relative to SPY over the holding period was +2.2%.

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