Herold Advisors’s Biogen BIIB Stock Holding History

Herold Advisors’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 Q2	–	Sell	-993	Closed	-$214K	–	265
2024 Q1	$214K	Buy	993 +118	+13%	+$27.6K	0.05%	247
2023 Q4	$226K	Hold	875	–	–	0.06%	220
2023 Q3	$225K	Buy	+875	New	+$234K	0.07%	223

Other funds holding BIIB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Herold Advisors's BIIB Position: Q2 2024 in Review

Herold Advisors sold out of Biogen (BIIB) in Q2 2024, closing a stake of 993 shares — an estimated $214K sold.

Herold Advisors first reported a position in BIIB in Q3 2023 and held it in 3 quarters. The position peaked at $226K in Q4 2023. 943 funds tracked by Wall St. Rank hold BIIB as of Q2 2024.

Herold Advisors reported no remaining Biogen position as of Q2 2024 after selling out during the quarter.
Herold Advisors sold 993 Biogen shares in Q2 2024, an estimated $214K.
Herold Advisors first reported a position in Biogen in Q3 2023 and held it in 3 quarters.
Herold Advisors's Biogen position peaked at $226K in Q4 2023.
943 funds tracked by Wall St. Rank held Biogen as of Q2 2024.

Based on Herold Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.