Waverton Investment Management’s Biogen BIIB Stock Holding History

Waverton Investment 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
2019 Q4	–	Sell	-191,217	Closed	-$44.5M	–	49
2019 Q3	$44.5M	Sell	191,217 -62,114	-25%	-$14.5M	2.27%	19
2019 Q2	$59.2M	Sell	253,331 -48,676	-16%	-$11.2M	2.98%	17
2019 Q1	$71.4M	Sell	302,007 -3,641	-1%	-$1.15M	3.72%	14
2018 Q4	$92M	Buy	305,648 +1,498	+0.5%	+$478K	5.57%	7
2018 Q3	$107M	Sell	304,150 -22,482	-7%	-$7.74M	5.28%	6
2018 Q2	$94.8M	Buy	326,632 +28,825	+10%	+$8.1M	5.53%	7
2018 Q1	$81.5M	Buy	297,807 +7,791	+3%	+$2.42M	4.78%	9
2017 Q4	$92.4M	Buy	290,016 +17,414	+6%	+$5.59M	5.4%	7
2017 Q3	$85.4M	Buy	272,602 +65,697	+32%	+$19.5M	5.3%	7
2017 Q2	$56.1M	Buy	206,905 +14,770	+8%	+$3.91M	3.66%	14
2017 Q1	$52.5M	Buy	+192,135	New	+$54.3M	3.32%	13

Other funds holding BIIB

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Waverton Investment Management's BIIB Position: Q4 2019 in Review

Waverton Investment Management sold out of Biogen (BIIB) in Q4 2019, closing a stake of 191,217 shares — an estimated $44.5M sold.

Waverton Investment Management first reported a position in BIIB in Q1 2017 and held it in 11 quarters. The position peaked at $107M in Q3 2018. 1,102 funds tracked by Wall St. Rank hold BIIB as of Q4 2019.

Waverton Investment Management reported no remaining Biogen position as of Q4 2019 after selling out during the quarter.
Waverton Investment Management sold 191,217 Biogen shares in Q4 2019, an estimated $44.5M.
Waverton Investment Management first reported a position in Biogen in Q1 2017 and held it in 11 quarters.
Waverton Investment Management's Biogen position peaked at $107M in Q3 2018.
1,102 funds tracked by Wall St. Rank held Biogen as of Q4 2019.

Based on Waverton Investment Management's 13F filing for Q4 2019, filed 22 Jan 2020.