Disciplined Investments’s Biohaven BHVN Stock Holding History

Disciplined Investments’s Portfolio BHVN Stock Details BHVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4	Closed	-$96	–	266
2023 Q2	$96	Hold	4	–	–	﹤0.01%	1603
2023 Q1	$55	Hold	4	–	–	﹤0.01%	1625
2022 Q4	$56	Buy	+4	New	+$56	﹤0.01%	1580

Other funds holding BHVN

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RP Management New York $139M AUM 37.98% 1-Year Est. Return

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

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Disciplined Investments's BHVN Position: Q3 2023 in Review

Disciplined Investments sold out of Biohaven (BHVN) in Q3 2023, closing a stake of 4 shares — an estimated $96 sold.

Disciplined Investments first reported a position in BHVN in Q4 2022 and held it in 3 quarters. The position peaked at $96 in Q2 2023. 187 funds tracked by Wall St. Rank hold BHVN as of Q3 2023.

Disciplined Investments reported no remaining Biohaven position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 4 Biohaven shares in Q3 2023, an estimated $96.
Disciplined Investments first reported a position in Biohaven in Q4 2022 and held it in 3 quarters.
Disciplined Investments's Biohaven position peaked at $96 in Q2 2023.
187 funds tracked by Wall St. Rank held Biohaven as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.