Ownership history in Bellevue Group AG Β· 40 quarters on record
This page tracks every 13F SEC filing in which Bellevue Group AG reported a position in Edwards Lifesciences Corporation (EW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Bellevue Group AG outperformed the S&P 500 by +0.3% annually on this EW position. Timing score: 49% (18/37 decisions correct). Average cost basis: $73.63. Maximum drawdown during holding period: β49.1%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
39 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
18 of 37 add/trim decisions correct
Best entry: $29.40 (2016 Q1) Β· Worst: $129.55 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
24 adds Β· 14 trims. Bought during 10 of 15 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.69% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size