Vanguard Personalized Indexing Management’s Biohaven BHVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,401
Closed -$220K 1817
2024
Q3
$220K Buy
+4,401
New +$171K ﹤0.01% 1484
2024
Q2
Sell
-3,712
Closed -$203K 1705
2024
Q1
$203K Buy
+3,712
New +$184K ﹤0.01% 1438
2023
Q1
Sell
-28,821
Closed -$400K 1471
2022
Q4
$400K Buy
+28,821
New +$407K 0.02% 869

Other funds holding BHVN

Vanguard Personalized Indexing Management's BHVN Position: Q4 2024 in Review

Vanguard Personalized Indexing Management sold out of Biohaven (BHVN) in Q4 2024, closing a stake of 4,401 shares — an estimated $220K sold.

Vanguard Personalized Indexing Management first reported a position in BHVN in Q4 2022 and held it in 3 quarters. The position peaked at $400K in Q4 2022. 256 funds tracked by Wall St. Rank hold BHVN as of Q4 2024.

  • Vanguard Personalized Indexing Management reported no remaining Biohaven position as of Q4 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 4,401 Biohaven shares in Q4 2024, an estimated $220K.
  • Vanguard Personalized Indexing Management first reported a position in Biohaven in Q4 2022 and held it in 3 quarters.
  • Vanguard Personalized Indexing Management's Biohaven position peaked at $400K in Q4 2022.
  • 256 funds tracked by Wall St. Rank held Biohaven as of Q4 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2024, filed 10 Feb 2025.