ProVise Management Group’s Biogen BIIB Stock Holding History

ProVise Management Group’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
2023 Q3	–	Sell	-939	Closed	-$267K	–	336
2023 Q2	$267K	Hold	939	–	–	0.02%	296
2023 Q1	$261K	Hold	939	–	–	0.03%	298
2022 Q4	$260K	Sell	939 -561	-37%	-$158K	0.03%	274
2022 Q3	$401K	Hold	1,500	–	–	0.04%	224
2022 Q2	$306K	Buy	1,500 +488	+48%	+$99.8K	0.03%	252
2022 Q1	$213K	Buy	+1,012	New	+$220K	0.02%	349
2016 Q2	–	Sell	-900	Closed	-$234K	–	304
2016 Q1	$234K	Sell	900 -200	-18%	-$52.8K	0.05%	252
2015 Q4	$337K	Buy	+1,100	New	+$316K	0.07%	221
2014 Q2	–	Sell	-932	Closed	-$285K	–	310
2014 Q1	$285K	Sell	932 -245	-21%	-$77.8K	0.07%	239
2013 Q4	$329K	Buy	1,177 +75	+7%	+$19.4K	0.08%	223
2013 Q3	$265K	Sell	1,102 -20	-2%	-$4.48K	0.08%	256
2013 Q2	$241K	Buy	+1,122	New	+$240K	0.07%	273

Other funds holding BIIB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ProVise Management Group's BIIB Position: Q3 2023 in Review

ProVise Management Group sold out of Biogen (BIIB) in Q3 2023, closing a stake of 939 shares — an estimated $267K sold.

ProVise Management Group first reported a position in BIIB in Q2 2013 and held it in 12 quarters. The position peaked at $401K in Q3 2022. 965 funds tracked by Wall St. Rank hold BIIB as of Q3 2023.

ProVise Management Group reported no remaining Biogen position as of Q3 2023 after selling out during the quarter.
ProVise Management Group sold 939 Biogen shares in Q3 2023, an estimated $267K.
ProVise Management Group first reported a position in Biogen in Q2 2013 and held it in 12 quarters.
ProVise Management Group's Biogen position peaked at $401K in Q3 2022.
965 funds tracked by Wall St. Rank held Biogen as of Q3 2023.

Based on ProVise Management Group's 13F filing for Q3 2023, filed 8 Nov 2023.