Heritage Financial Services’s Biogen BIIB Stock Holding History

Heritage Financial Services’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
2022 Q3	–	Sell	-50	Closed	-$10K	–	107
2022 Q2	$10K	Buy	+50	New	+$10.2K	0.01%	299

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Heritage Financial Services's BIIB Position: Q3 2022 in Review

Heritage Financial Services sold out of Biogen (BIIB) in Q3 2022, closing a stake of 50 shares — an estimated $10K sold.

Heritage Financial Services first reported a position in BIIB in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 985 funds tracked by Wall St. Rank hold BIIB as of Q3 2022.

Heritage Financial Services reported no remaining Biogen position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 50 Biogen shares in Q3 2022, an estimated $10K.
Heritage Financial Services first reported a position in Biogen in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Biogen position peaked at $10K in Q2 2022.
985 funds tracked by Wall St. Rank held Biogen as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.