KA
BIIB icon

Kaizen Advisory’s Biogen BIIB Stock Holding History

Kaizen Advisory’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
2018
Q4 		$168K Buy
559
+60
+12% +$19.1K 0.12% 172
2018
Q3 		$176K Hold
499
– – 0.09% 169
2018
Q2 		$145K Buy
499
+296
+146% +$83.2K 0.07% 185
2018
Q1 		$56K Sell
203
-3,631
-95% -$1.13M 0.06% 187
2017
Q4 		$1.22M Buy
+3,834
New +$1.23M 0.73% 48

Other funds holding BIIB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kaizen Advisory's BIIB Position: Q4 2018 in Review

Kaizen Advisory increased its Biogen (BIIB) stake by 12% in Q4 2018, buying an estimated $19.1K and bringing the position to 559 shares worth $168K. The position accounts for 0.12% of the portfolio, ranked #172.

Kaizen Advisory first reported a position in BIIB in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.22M in Q4 2017. 1,140 funds tracked by Wall St. Rank hold BIIB as of Q4 2018.

  • Kaizen Advisory held 559 shares of Biogen worth $168K as of Q4 2018.
  • Kaizen Advisory bought 60 Biogen shares in Q4 2018, an estimated $19.1K.
  • Biogen made up 0.12% of Kaizen Advisory's portfolio in Q4 2018, its #172 holding.
  • Kaizen Advisory first reported a position in Biogen in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Biogen position peaked at $1.22M in Q4 2017.
  • 1,140 funds tracked by Wall St. Rank held Biogen as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.