Julian Baker’s Seagen Inc. Common Stock SGEN Stock Holding History

Julian Baker’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	-44,554,162	Closed	-$9.45B	–	104
2023 Q3	$9.45B	Hold	44,554,162	–	–	54.48%	1
2023 Q2	$8.57B	Sell	44,554,162 -2,359,607	-5%	-$469M	49.63%	1
2023 Q1	$9.5B	Buy	46,913,769 +1,503	+0%	+$241K	51.68%	1
2022 Q4	$6.03B	Hold	46,912,266	–	–	36.21%	1
2022 Q3	$6.42B	Hold	46,912,266	–	–	42.04%	1
2022 Q2	$8.3B	Hold	46,912,266	–	–	47.09%	1
2022 Q1	$6.76B	Buy	46,912,266 +18,902	+0%	+$2.56M	38.83%	1
2021 Q4	$7.25B	Sell	46,893,364 -394,895	-0.8%	-$66.1M	35.27%	1
2021 Q3	$8.03B	Hold	47,288,259	–	–	35.26%	1
2021 Q2	$7.47B	Buy	47,288,259 +17,500	+0%	+$2.6M	32.79%	1
2021 Q1	$6.56B	Buy	47,270,759 +1,335	+0%	+$215K	28.46%	1
2020 Q4	$8.28B	Hold	47,269,424	–	–	31.19%	1
2020 Q3	$9.25B	Hold	47,269,424	–	–	36.96%	1
2020 Q2	$8.03B	Sell	47,269,424 -2,790,816	-6%	-$416M	35.43%	1
2020 Q1	$5.78B	Buy	50,060,240 +2,963	+0%	+$328K	35.57%	1
2019 Q4	$5.72B	Hold	50,057,277	–	–	30.41%	1
2019 Q3	$4.27B	Hold	50,057,277	–	–	29.08%	1
2019 Q2	$3.46B	Sell	50,057,277 -992,483	-2%	-$69.5M	23.55%	1
2019 Q1	$3.74B	Buy	51,049,760 +3,700	+0%	+$263K	23.93%	1
2018 Q4	$2.89B	Hold	51,046,060	–	–	23.68%	1
2018 Q3	$3.94B	Hold	51,046,060	–	–	25.93%	1
2018 Q2	$3.39B	Buy	51,046,060 +1,470,651	+3%	+$84.2M	25.46%	1
2018 Q1	$2.59B	Buy	49,575,409 +3,849,853	+8%	+$210M	21.99%	2
2017 Q4	$2.45B	Hold	45,725,556	–	–	21.2%	2
2017 Q3	$2.49B	Hold	45,725,556	–	–	20.18%	2
2017 Q2	$2.37B	Buy	45,725,556 +10,000	+0%	+$636K	20.68%	2
2017 Q1	$2.87B	Buy	45,715,556 +3,700	+0%	+$231K	23.51%	2
2016 Q4	$2.41B	Buy	45,711,856 +1,611,562	+4%	+$96.9M	23.65%	1
2016 Q3	$2.38B	Buy	44,100,294 +861,327	+2%	+$40.8M	21.61%	1
2016 Q2	$1.75B	Buy	43,238,967 +3,700	+0%	+$141K	18.32%	2
2016 Q1	$1.52B	Buy	43,235,267 +5,941,539	+16%	+$200M	16%	2
2015 Q4	$1.67B	Buy	37,293,728 +1,263,982	+4%	+$52.6M	13.87%	2
2015 Q3	$1.39B	Buy	36,029,746 +5,159,484	+17%	+$232M	12.84%	2
2015 Q2	$1.49B	Buy	30,870,262 +1,993,550	+7%	+$82.3M	13.11%	2
2015 Q1	$1.02B	Buy	28,876,712 +1,014,992	+4%	+$34.6M	8.49%	4
2014 Q4	$895M	Buy	27,861,720 +5,385,991	+24%	+$188M	9.14%	4
2014 Q3	$836M	Buy	22,475,729 +3,500	+0%	+$138K	10.52%	2
2014 Q2	$860M	Buy	22,472,229 +1,732,803	+8%	+$65.5M	10.53%	3
2014 Q1	$945M	Buy	20,739,426 +3,500	+0%	+$167K	12.01%	1
2013 Q4	$827M	Buy	20,735,926 +1,412,979	+7%	+$57.7M	11.66%	2
2013 Q3	$847M	Hold	19,322,947	–	–	12.04%	2
2013 Q2	$608M	Buy	+19,322,947	New	+$674M	12.02%	2

Other funds holding SGEN

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

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

Julian Baker's SGEN Position: Q4 2023 in Review

Julian Baker sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 44,554,162 shares — an estimated $9.45B sold.

Julian Baker first reported a position in SGEN in Q2 2013 and held it in 42 quarters. The position peaked at $9.5B in Q1 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

Julian Baker reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Julian Baker sold 44,554,162 Seagen Inc. Common Stock shares in Q4 2023, an estimated $9.45B.
Julian Baker first reported a position in Seagen Inc. Common Stock in Q2 2013 and held it in 42 quarters.
Julian Baker's Seagen Inc. Common Stock position peaked at $9.5B in Q1 2023.
6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Baker Bros. Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.