GT
SGEN

Greenleaf Trust’s Seagen Inc. Common Stock SGEN Stock Holding History

Greenleaf Trust’s Portfolio SGEN Stock Details SGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,022
Closed -$217K – 804
2023
Q3 		$217K Buy
+1,022
New +$204K ﹤0.01% 688
2023
Q2 		– Sell
-1,030
Closed -$209K – 813
2023
Q1 		$209K Buy
+1,030
New +$165K ﹤0.01% 719

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Greenleaf Trust's SGEN Position: Q4 2023 in Review

Greenleaf Trust sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 1,022 shares — an estimated $217K sold.

Greenleaf Trust first reported a position in SGEN in Q1 2023 and held it in 2 quarters. The position peaked at $217K in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • Greenleaf Trust reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Greenleaf Trust sold 1,022 Seagen Inc. Common Stock shares in Q4 2023, an estimated $217K.
  • Greenleaf Trust first reported a position in Seagen Inc. Common Stock in Q1 2023 and held it in 2 quarters.
  • Greenleaf Trust's Seagen Inc. Common Stock position peaked at $217K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Greenleaf Trust's 13F filing for Q4 2023, filed 31 Jan 2024.