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Zhang Financial’s Biogen BIIB Stock Holding History

Zhang Financial’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
Q4 		– Sell
-931
Closed -$245K – 255
2023
Q3 		$245K Sell
931
-78
-8% -$20.9K 0.02% 214
2023
Q2 		$283K Sell
1,009
-169
-14% -$50.3K 0.03% 203
2023
Q1 		$328K Buy
1,178
+77
+7% +$21.3K 0.04% 184
2022
Q4 		$305K Sell
1,101
-35
-3% -$9.88K 0.04% 183
2022
Q3 		$304K Buy
+1,136
New +$241K 0.05% 173
2022
Q1 		– Sell
-1,426
Closed -$342K – 223
2021
Q4 		$342K Hold
1,426
– – 0.06% 156
2021
Q3 		$404K Buy
+1,426
New +$467K 0.09% 105

Other funds holding BIIB

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Zhang Financial's BIIB Position: Q4 2023 in Review

Zhang Financial sold out of Biogen (BIIB) in Q4 2023, closing a stake of 931 shares — an estimated $245K sold.

Zhang Financial first reported a position in BIIB in Q3 2021 and held it in 7 quarters. The position peaked at $404K in Q3 2021. 1,003 funds tracked by Wall St. Rank hold BIIB as of Q4 2023.

  • Zhang Financial reported no remaining Biogen position as of Q4 2023 after selling out during the quarter.
  • Zhang Financial sold 931 Biogen shares in Q4 2023, an estimated $245K.
  • Zhang Financial first reported a position in Biogen in Q3 2021 and held it in 7 quarters.
  • Zhang Financial's Biogen position peaked at $404K in Q3 2021.
  • 1,003 funds tracked by Wall St. Rank held Biogen as of Q4 2023.

Based on Zhang Financial's 13F filing for Q4 2023, filed 31 Jan 2024.