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Evergreen Wealth Solutions’s Biogen BIIB Stock Holding History

Evergreen Wealth Solutions’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
2024
Q3 		– Sell
-1,302
Closed -$302K – 111
2024
Q2 		$302K Sell
1,302
-220
-14% -$47.8K 0.21% 88
2024
Q1 		$328K Sell
1,522
-272
-15% -$63.7K 0.24% 84
2023
Q4 		$464K Sell
1,794
-303
-14% -$74.4K 0.4% 67
2023
Q3 		$539K Sell
2,097
-105
-5% -$28.1K 0.54% 51
2023
Q2 		$627K Sell
2,202
-156
-7% -$46.4K 0.63% 47
2023
Q1 		$656K Sell
2,358
-213
-8% -$58.9K 0.76% 41
2022
Q4 		$712K Sell
2,571
-438
-15% -$124K 0.94% 35
2022
Q3 		$803K Sell
3,009
-79
-3% -$16.8K 1.14% 32
2022
Q2 		$630K Sell
3,088
-13
-0.4% -$2.66K 0.77% 42
2022
Q1 		$653K Buy
3,101
+109
+4% +$23.7K 0.63% 38
2021
Q4 		$718K Buy
+2,992
New +$769K 0.65% 40

Other funds holding BIIB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evergreen Wealth Solutions's BIIB Position: Q3 2024 in Review

Evergreen Wealth Solutions sold out of Biogen (BIIB) in Q3 2024, closing a stake of 1,302 shares — an estimated $302K sold.

Evergreen Wealth Solutions first reported a position in BIIB in Q4 2021 and held it in 11 quarters. The position peaked at $803K in Q3 2022. 917 funds tracked by Wall St. Rank hold BIIB as of Q3 2024.

  • Evergreen Wealth Solutions reported no remaining Biogen position as of Q3 2024 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 1,302 Biogen shares in Q3 2024, an estimated $302K.
  • Evergreen Wealth Solutions first reported a position in Biogen in Q4 2021 and held it in 11 quarters.
  • Evergreen Wealth Solutions's Biogen position peaked at $803K in Q3 2022.
  • 917 funds tracked by Wall St. Rank held Biogen as of Q3 2024.

Based on Evergreen Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.