Bellevue Asset Management AG SHPG β€” Shire PLC

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

AI Ownership Summary

Bellevue Asset Management AG reported Shire PLC (SHPG) 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 SHPG 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 Shire PLC, 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
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

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.

SHPG stock page Bellevue Asset Management AG fund profile Bellevue Asset Management AG full holdings
How Bellevue Asset Management AG held SHPG β€” position size vs. price
% of Fund (quarterly)    SHPG 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

🏒 Other funds also holding SHPG

As of 2026 Q1 β€” sorted by position size

Henshaw Capital LLC 0.28% HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About Bellevue Asset Management AG and SHPG

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 SHPG?

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

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

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

What is the latest reported SHPG position on this page?

The most recent filing on this page is 2015 Q4, when Bellevue Asset Management AG reported 30,820 shares, equal to 0.96% of portfolio, with an estimated market value of $6.3M.

What does the chart on this SHPG ownership page compare?

The chart compares Bellevue Asset Management AG's quarterly SHPG 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 SHPG position?

Based on 13F filing dates vs. subsequent SHPG price moves, Bellevue Asset Management AG correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SHPG relative to SPY over the holding period was -35.9%.

← Back to Bellevue Asset Management AG Holdings