MC
BIIB icon

Montag & Caldwell’s Biogen BIIB Stock Holding History

Montag & Caldwell’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
2022
Q1 		– Sell
-58,121
Closed -$13.9M – 74
2021
Q4 		$13.9M Buy
58,121
+5,409
+10% +$1.39M 1.35% 29
2021
Q3 		$14.9M Buy
52,712
+6,576
+14% +$2.16M 1.38% 31
2021
Q2 		$16M Buy
+46,136
New +$14M 1.44% 31
2019
Q2 		– Sell
-900
Closed -$213K – 75
2019
Q1 		$213K Sell
900
-200
-18% -$63K 0.01% 73
2018
Q4 		$331K Hold
1,100
– – 0.02% 56
2018
Q3 		$389K Hold
1,100
– – 0.02% 48
2018
Q2 		$319K Hold
1,100
– – 0.01% 72
2018
Q1 		$301K Hold
1,100
– – 0.01% 71
2017
Q4 		$350K Hold
1,100
– – 0.01% 69
2017
Q3 		$344K Hold
1,100
– – 0.01% 69
2017
Q2 		$298K Hold
1,100
– – 0.01% 69
2017
Q1 		$301K Hold
1,100
– – 0.01% 79
2016
Q4 		$312K Hold
1,100
– – 0.01% 79
2016
Q3 		$344K Hold
1,100
– – 0.01% 84
2016
Q2 		$266K Sell
1,100
-178
-14% -$46.9K 0.01% 93
2016
Q1 		$333K Hold
1,278
– – 0.01% 91
2015
Q4 		$392K Sell
1,278
-214,148
-99% -$61.5M 0.01% 84
2015
Q3 		$62.9M Sell
215,426
-361,188
-63% -$119M 1.05% 32
2015
Q2 		$233M Sell
576,614
-263,826
-31% -$106M 3.31% 10
2015
Q1 		$355M Sell
840,440
-82,632
-9% -$32.6M 4.31% 3
2014
Q4 		$313M Sell
923,072
-437,467
-32% -$142M 3.43% 7
2014
Q3 		$450M Buy
1,360,539
+2,843
+0.2% +$937K 4.68% 3
2014
Q2 		$428M Buy
1,357,696
+116,960
+9% +$35.2M 3.84% 6
2014
Q1 		$380M Sell
1,240,736
-408,706
-25% -$130M 3.32% 13
2013
Q4 		$461M Sell
1,649,442
-436,552
-21% -$113M 3.45% 5
2013
Q3 		$502M Sell
2,085,994
-455,487
-18% -$102M 3.78% 2
2013
Q2 		$547M Buy
+2,541,481
New +$543M 4.1% 2

Other funds holding BIIB

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Montag & Caldwell's BIIB Position: Q1 2022 in Review

Montag & Caldwell sold out of Biogen (BIIB) in Q1 2022, closing a stake of 58,121 shares — an estimated $13.9M sold.

Montag & Caldwell first reported a position in BIIB in Q2 2013 and held it in 27 quarters. The position peaked at $547M in Q2 2013. 953 funds tracked by Wall St. Rank hold BIIB as of Q1 2022.

  • Montag & Caldwell reported no remaining Biogen position as of Q1 2022 after selling out during the quarter.
  • Montag & Caldwell sold 58,121 Biogen shares in Q1 2022, an estimated $13.9M.
  • Montag & Caldwell first reported a position in Biogen in Q2 2013 and held it in 27 quarters.
  • Montag & Caldwell's Biogen position peaked at $547M in Q2 2013.
  • 953 funds tracked by Wall St. Rank held Biogen as of Q1 2022.

Based on Montag & Caldwell's 13F filing for Q1 2022, filed 6 May 2022.