Sugarloaf Wealth Management’s Biogen BIIB Stock Holding History

Sugarloaf Wealth Management’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	$3.36K	Hold	22	–	–	﹤0.01%	598
2024 Q3	$4.26K	Hold	22	–	–	﹤0.01%	582
2024 Q2	$5.1K	Hold	22	–	–	﹤0.01%	529
2024 Q1	$4.74K	Hold	22	–	–	﹤0.01%	542
2023 Q4	$5.69K	Hold	22	–	–	﹤0.01%	537
2023 Q3	$5.65K	Hold	22	–	–	﹤0.01%	526
2023 Q2	$6.27K	Sell	22 -65	-75%	-$19.3K	﹤0.01%	529
2023 Q1	$24.2K	Buy	87 +65	+295%	+$18K	0.01%	373
2022 Q4	$6.09K	Hold	22	–	–	﹤0.01%	558
2022 Q3	$6K	Hold	22	–	–	﹤0.01%	579
2022 Q2	$4K	Hold	22	–	–	﹤0.01%	623
2022 Q1	$5K	Hold	22	–	–	﹤0.01%	559
2021 Q4	$5K	Hold	22	–	–	﹤0.01%	584
2021 Q3	$6K	Hold	22	–	–	﹤0.01%	578
2021 Q2	$8K	Hold	22	–	–	﹤0.01%	520
2021 Q1	$6	Hold	22	–	–	﹤0.01%	560
2020 Q4	$5K	Hold	22	–	–	﹤0.01%	546
2020 Q3	$6K	Hold	22	–	–	﹤0.01%	497
2020 Q2	$6K	Hold	22	–	–	﹤0.01%	492
2020 Q1	$7K	Sell	22 -18	-45%	-$5.46K	﹤0.01%	473
2019 Q4	$12K	Buy	+40	New	+$11.1K	0.01%	444

Other funds holding BIIB

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sugarloaf Wealth Management's BIIB Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Biogen (BIIB) position steady in Q4 2024 at 22 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Sugarloaf Wealth Management first reported a position in BIIB in Q4 2019 and has held it in 21 quarters since. The position peaked at $24.2K in Q1 2023. 874 funds tracked by Wall St. Rank hold BIIB as of Q4 2024.

Sugarloaf Wealth Management held 22 shares of Biogen worth $3.36K as of Q4 2024.
Sugarloaf Wealth Management left its Biogen share count unchanged in Q4 2024.
Biogen made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #598 holding.
Sugarloaf Wealth Management first reported a position in Biogen in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Biogen position peaked at $24.2K in Q1 2023.
874 funds tracked by Wall St. Rank held Biogen as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.