Syntax Advisors’s Biogen BIIB Stock Holding History

Syntax Advisors’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	$231K	Buy	899 +157	+21%	+$42K	0.2%	138
2023 Q2	$211K	Sell	742 -193	-21%	-$57.5K	0.17%	185
2023 Q1	$260K	Buy	935 +89	+11%	+$24.6K	0.2%	130
2022 Q4	$234K	Sell	846 -362	-30%	-$102K	0.2%	148
2022 Q3	$323K	Sell	1,208 -10	-0.8%	-$2.12K	0.28%	61
2022 Q2	$248K	Buy	1,218 +58	+5%	+$11.9K	0.21%	126
2022 Q1	$244K	Buy	1,160 +42	+4%	+$9.13K	0.2%	152
2021 Q4	$268K	Buy	+1,118	New	+$287K	0.2%	155

Other funds holding BIIB

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Syntax Advisors's BIIB Position: Q3 2023 in Review

Syntax Advisors increased its Biogen (BIIB) stake by 21% in Q3 2023, buying an estimated $42K and bringing the position to 899 shares worth $231K. The position accounts for 0.2% of the portfolio, ranked #138.

Syntax Advisors first reported a position in BIIB in Q4 2021 and has held it in 8 quarters since. The position peaked at $323K in Q3 2022. 965 funds tracked by Wall St. Rank hold BIIB as of Q3 2023.

Syntax Advisors held 899 shares of Biogen worth $231K as of Q3 2023.
Syntax Advisors bought 157 Biogen shares in Q3 2023, an estimated $42K.
Biogen made up 0.2% of Syntax Advisors's portfolio in Q3 2023, its #138 holding.
Syntax Advisors first reported a position in Biogen in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Biogen position peaked at $323K in Q3 2022.
965 funds tracked by Wall St. Rank held Biogen as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.