Berman Capital Advisors’s Biogen BIIB Stock Holding History

Berman Capital Advisors’s Portfolio BIIB Stock Details BIIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$324K	Buy	1,148 +27	+2%	+$8.85K	0.05%	187
2021 Q2	$387K	Buy	1,121 +349	+45%	+$106K	0.06%	147
2021 Q1	$215K	Sell	772 -6	-0.8%	-$1.62K	0.04%	181
2020 Q4	$190K	Buy	778 +89	+13%	+$23K	0.05%	172
2020 Q3	$195K	Sell	689 -30	-4%	-$8.37K	0.06%	149
2020 Q2	$192K	Hold	719	–	–	0.05%	147
2020 Q1	$227K	Buy	719 +60	+9%	+$18.2K	0.07%	108
2019 Q4	$195K	Buy	659 +10	+2%	+$2.77K	0.06%	138
2019 Q3	$151K	Buy	649 +5	+0.8%	+$1.16K	0.05%	160
2019 Q2	$150K	Buy	644 +106	+20%	+$24.5K	0.05%	159
2019 Q1	$127K	Buy	538 +17	+3%	+$5.35K	0.04%	166
2018 Q4	$155K	Buy	+521	New	+$166K	0.06%	123

Other funds holding BIIB

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's BIIB Position: Q3 2021 in Review

Berman Capital Advisors increased its Biogen (BIIB) stake by 2.4% in Q3 2021, buying an estimated $8.85K and bringing the position to 1,148 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #187.

Berman Capital Advisors first reported a position in BIIB in Q4 2018 and has held it in 12 quarters since. The position peaked at $387K in Q2 2021. 1,040 funds tracked by Wall St. Rank hold BIIB as of Q3 2021.

Berman Capital Advisors held 1,148 shares of Biogen worth $324K as of Q3 2021.
Berman Capital Advisors bought 27 Biogen shares in Q3 2021, an estimated $8.85K.
Biogen made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #187 holding.
Berman Capital Advisors first reported a position in Biogen in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Biogen position peaked at $387K in Q2 2021.
1,040 funds tracked by Wall St. Rank held Biogen as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.