Kozak & Associates’s Biogen BIIB Stock Holding History

Kozak & Associates’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 Q4	–	Sell	-14	Closed	-$2.65K	–	442
2024 Q3	$2.65K	Hold	14	–	–	﹤0.01%	318
2024 Q2	$3.15K	Hold	14	–	–	﹤0.01%	294
2024 Q1	$3.22K	Hold	14	–	–	﹤0.01%	301
2023 Q4	$3.45K	Sell	14 -30	-68%	-$7.37K	﹤0.01%	291
2023 Q3	$11.6K	Hold	44	–	–	﹤0.01%	227
2023 Q2	$12.6K	Hold	44	–	–	0.01%	213
2023 Q1	$12.2K	Hold	44	–	–	0.01%	216
2022 Q4	$12K	Hold	44	–	–	0.01%	216
2022 Q3	$11K	Hold	44	–	–	0.01%	214
2022 Q2	$9K	Sell	44 -740	-94%	-$151K	0.01%	234
2022 Q1	$156K	Hold	784	–	–	0.1%	85
2021 Q4	$156K	Hold	784	–	–	0.1%	85
2021 Q3	$213K	Buy	+784	New	+$257K	0.13%	77
2020 Q4	$208K	Buy	+784	New	+$202K	0.16%	65

Other funds holding BIIB

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kozak & Associates's BIIB Position: Q4 2024 in Review

Kozak & Associates sold out of Biogen (BIIB) in Q4 2024, closing a stake of 14 shares — an estimated $2.65K sold.

Kozak & Associates first reported a position in BIIB in Q4 2020 and held it in 14 quarters. The position peaked at $213K in Q3 2021. 876 funds tracked by Wall St. Rank hold BIIB as of Q4 2024.

Kozak & Associates reported no remaining Biogen position as of Q4 2024 after selling out during the quarter.
Kozak & Associates sold 14 Biogen shares in Q4 2024, an estimated $2.65K.
Kozak & Associates first reported a position in Biogen in Q4 2020 and held it in 14 quarters.
Kozak & Associates's Biogen position peaked at $213K in Q3 2021.
876 funds tracked by Wall St. Rank held Biogen as of Q4 2024.

Based on Kozak & Associates's 13F filing for Q4 2024, filed 6 Jan 2025.