Ground Swell Capital’s Biogen BIIB Stock Holding History

Ground Swell Capital’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 Q2	–	Sell	-991	Closed	-$276K	–	66
2023 Q1	$276K	Buy	+991	New	+$274K	0.46%	18
2022 Q3	–	Sell	-1,754	Closed	-$358K	–	109
2022 Q2	$358K	Buy	+1,754	New	+$359K	0.66%	48
2014 Q3	$132K	Buy	399 +135	+51%	+$44.5K	0.25%	61
2014 Q2	$83K	Buy	+264	New	+$79.5K	0.16%	70

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ground Swell Capital's BIIB Position: Q2 2023 in Review

Ground Swell Capital sold out of Biogen (BIIB) in Q2 2023, closing a stake of 991 shares — an estimated $276K sold.

Ground Swell Capital first reported a position in BIIB in Q2 2014 and held it in 4 quarters. The position peaked at $358K in Q2 2022. 1,008 funds tracked by Wall St. Rank hold BIIB as of Q2 2023.

Ground Swell Capital reported no remaining Biogen position as of Q2 2023 after selling out during the quarter.
Ground Swell Capital sold 991 Biogen shares in Q2 2023, an estimated $276K.
Ground Swell Capital first reported a position in Biogen in Q2 2014 and held it in 4 quarters.
Ground Swell Capital's Biogen position peaked at $358K in Q2 2022.
1,008 funds tracked by Wall St. Rank held Biogen as of Q2 2023.

Based on Ground Swell Capital's 13F filing for Q2 2023, filed 10 Aug 2023.