Lee Financial’s Biogen BIIB Stock Holding History

Lee Financial’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 Q1	–	Sell	-2	Closed	-$518	–	229
2023 Q4	$518	Sell	2 -6	-75%	-$1.47K	﹤0.01%	823
2023 Q3	$2.06K	Hold	8	–	–	﹤0.01%	675
2023 Q2	$2.28K	Hold	8	–	–	﹤0.01%	637
2023 Q1	$2.23K	Sell	8 -2	-20%	-$553	﹤0.01%	654
2022 Q4	$2.77K	Hold	10	–	–	﹤0.01%	635
2022 Q3	$3K	Buy	10 +8	+400%	+$1.7K	﹤0.01%	604
2022 Q2	$0	Buy	+2	New	+$409	﹤0.01%	864
2021 Q3	–	Sell	-8	Closed	-$3K	–	697
2021 Q2	$3K	Buy	+8	New	+$2.42K	﹤0.01%	501
2020 Q1	–	Sell	-18	Closed	-$5K	–	482
2019 Q4	$5K	Hold	18	–	–	﹤0.01%	408
2019 Q3	$4K	Hold	18	–	–	﹤0.01%	431
2019 Q2	$4K	Hold	18	–	–	﹤0.01%	436
2019 Q1	$4K	Buy	+18	New	+$5.67K	﹤0.01%	420
2018 Q3	–	Sell	-10	Closed	-$3K	–	495
2018 Q2	$3K	Buy	10 +9	+900%	+$2.53K	﹤0.01%	676
2018 Q1	$0	Buy	+1	New	+$310	﹤0.01%	748

Other funds holding BIIB

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

BlackRock New York $5.7T 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

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

Wellington Management Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return