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Lee Financial’s Biohaven BHVN Stock Holding History

Lee Financial’s Portfolio BHVN Stock Details BHVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-64
Closed -$2.74K – 228
2023
Q4 		$2.74K Hold
64
– – ﹤0.01% 685
2023
Q3 		$1.67K Hold
64
– – ﹤0.01% 728
2023
Q2 		$1.53K Sell
64
-49
-43% -$843 ﹤0.01% 703
2023
Q1 		$1.54K Hold
113
– – ﹤0.01% 715
2022
Q4 		$1.57K Buy
+113
New +$1.6K ﹤0.01% 738

Other funds holding BHVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RM
RP Management New York $139M AUM 37.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Lee Financial's BHVN Position: Q1 2024 in Review

Lee Financial sold out of Biohaven (BHVN) in Q1 2024, closing a stake of 64 shares — an estimated $2.74K sold.

Lee Financial first reported a position in BHVN in Q4 2022 and held it in 5 quarters. The position peaked at $2.74K in Q4 2023. 243 funds tracked by Wall St. Rank hold BHVN as of Q1 2024.

  • Lee Financial reported no remaining Biohaven position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 64 Biohaven shares in Q1 2024, an estimated $2.74K.
  • Lee Financial first reported a position in Biohaven in Q4 2022 and held it in 5 quarters.
  • Lee Financial's Biohaven position peaked at $2.74K in Q4 2023.
  • 243 funds tracked by Wall St. Rank held Biohaven as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.