Ownership history in SITTNER & NELSON, LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which SITTNER & NELSON, LLC reported a position in AMGEN INC COM (AMGN). 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 SITTNER & NELSON, LLC underperformed the S&P 500 by β1.9% annually on this AMGN position. Timing score: 55% (11/20 decisions correct). Average cost basis: $199.28. Maximum drawdown during holding period: β18.5%.
β οΈ Trailed SPY by 1.9% ann. on this position.
20 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 20 add/trim decisions correct
Best entry: $184.46 (2021 Q3) Β· Worst: $325.06 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
14 adds Β· 7 trims. Bought during 4 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.0% 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