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Gitterman Wealth Management’s Biogen BIIB Stock Holding History

Gitterman Wealth Management’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
Q1 		– Sell
-980
Closed -$254K – 104
2023
Q4 		$254K Buy
+980
New +$241K 0.11% 64
2023
Q3 		– Sell
-932
Closed -$265K – 86
2023
Q2 		$265K Buy
932
+39
+4% +$11.6K 0.12% 48
2023
Q1 		$248K Buy
+893
New +$247K 0.12% 53
2022
Q1 		– Sell
-909
Closed -$218K – 99
2021
Q4 		$218K Buy
+909
New +$234K 0.16% 77

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gitterman Wealth Management's BIIB Position: Q1 2024 in Review

Gitterman Wealth Management sold out of Biogen (BIIB) in Q1 2024, closing a stake of 980 shares — an estimated $254K sold.

Gitterman Wealth Management first reported a position in BIIB in Q4 2021 and held it in 4 quarters. The position peaked at $265K in Q2 2023. 955 funds tracked by Wall St. Rank hold BIIB as of Q1 2024.

  • Gitterman Wealth Management reported no remaining Biogen position as of Q1 2024 after selling out during the quarter.
  • Gitterman Wealth Management sold 980 Biogen shares in Q1 2024, an estimated $254K.
  • Gitterman Wealth Management first reported a position in Biogen in Q4 2021 and held it in 4 quarters.
  • Gitterman Wealth Management's Biogen position peaked at $265K in Q2 2023.
  • 955 funds tracked by Wall St. Rank held Biogen as of Q1 2024.

Based on Gitterman Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.