Disciplined Investments’s Biogen BIIB Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-295	Closed	-$84K	–	267
2023 Q2	$84K	Sell	295 -3	-1%	-$893	0.04%	165
2023 Q1	$82.9K	Buy	298 +229	+332%	+$63.4K	0.03%	187
2022 Q4	$19.1K	Sell	69 -225	-77%	-$63.5K	0.01%	286
2022 Q3	$78K	Hold	294	–	–	0.04%	177
2022 Q2	$60K	Buy	294 +1	+0.3%	+$204	0.03%	202
2022 Q1	$62K	Buy	293 +16	+6%	+$3.48K	0.03%	204
2021 Q4	$66K	Hold	277	–	–	0.03%	187
2021 Q3	$78K	Hold	277	–	–	0.04%	159
2021 Q2	$96K	Hold	277	–	–	0.05%	149
2021 Q1	$77K	Buy	277 +230	+489%	+$62K	0.05%	148
2020 Q4	$12K	Hold	47	–	–	0.01%	220
2020 Q3	$13K	Sell	47 -230	-83%	-$64.2K	0.01%	243
2020 Q2	$74K	Hold	277	–	–	0.06%	134
2020 Q1	$88K	Sell	277 -9	-3%	-$2.73K	0.08%	118
2019 Q4	$85K	Buy	+286	New	+$79.4K	0.07%	127

Other funds holding BIIB

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Disciplined Investments's BIIB Position: Q3 2023 in Review

Disciplined Investments sold out of Biogen (BIIB) in Q3 2023, closing a stake of 295 shares — an estimated $84K sold.

Disciplined Investments first reported a position in BIIB in Q4 2019 and held it in 15 quarters. The position peaked at $96K in Q2 2021. 965 funds tracked by Wall St. Rank hold BIIB as of Q3 2023.

Disciplined Investments reported no remaining Biogen position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 295 Biogen shares in Q3 2023, an estimated $84K.
Disciplined Investments first reported a position in Biogen in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Biogen position peaked at $96K in Q2 2021.
965 funds tracked by Wall St. Rank held Biogen as of Q3 2023.

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