AG
BLUE

Aperio Group’s bluebird bio BLUE Stock Holding History

Aperio Group’s Portfolio BLUE Stock Details BLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$1.47M Sell
2,615
-408
-13% -$259K ﹤0.01% 1385
2020
Q3 		$2.11M Buy
3,023
+688
+29% +$537K 0.01% 1092
2020
Q2 		$1.85M Buy
2,335
+714
+44% +$538K 0.01% 1150
2020
Q1 		$965K Buy
1,621
+327
+25% +$319K ﹤0.01% 1326
2019
Q4 		$1.47M Buy
1,294
+356
+38% +$387K 0.01% 1237
2019
Q3 		$1.12M Sell
938
-23
-2% -$35.1K ﹤0.01% 1338
2019
Q2 		$1.58M Buy
961
+41
+4% +$70.9K 0.01% 1177
2019
Q1 		$1.88M Buy
920
+173
+23% +$305K 0.01% 1060
2018
Q4 		$960K Buy
747
+239
+47% +$367K ﹤0.01% 1333
2018
Q3 		$960K Sell
508
-55
-10% -$114K ﹤0.01% 1428
2018
Q2 		$1.15M Buy
563
+50
+10% +$114K 0.01% 1298
2018
Q1 		$1.14M Buy
513
+12
+2% +$30.5K 0.01% 1245
2017
Q4 		$1.16M Buy
501
+92
+22% +$187K 0.01% 1223
2017
Q3 		$728K Buy
409
+23
+6% +$32.1K ﹤0.01% 1462
2017
Q2 		$525K Buy
386
+38
+11% +$45.9K ﹤0.01% 1631
2017
Q1 		$410K Buy
348
+48
+16% +$49K ﹤0.01% 1670
2016
Q4 		$239K Buy
300
+24
+9% +$19.1K ﹤0.01% 1903
2016
Q3 		$243K Buy
+276
New +$200K ﹤0.01% 1833
2015
Q4 		– Sell
-351
Closed -$389K – 1990
2015
Q3 		$389K Buy
351
+140
+66% +$255K ﹤0.01% 1437
2015
Q2 		$461K Buy
211
+34
+19% +$69.3K ﹤0.01% 1371
2015
Q1 		$276K Buy
+177
New +$234K ﹤0.01% 1625

Other funds holding BLUE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Aperio Group's BLUE Position: Q4 2020 in Review

Aperio Group reduced its bluebird bio (BLUE) stake by 13% in Q4 2020, selling an estimated $259K and leaving 2,615 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Aperio Group first reported a position in BLUE in Q1 2015 and has held it in 21 quarters since. The position peaked at $2.11M in Q3 2020. 262 funds tracked by Wall St. Rank hold BLUE as of Q4 2020.

  • Aperio Group held 2,615 shares of bluebird bio worth $1.47M as of Q4 2020.
  • Aperio Group sold 408 bluebird bio shares in Q4 2020, an estimated $259K.
  • bluebird bio made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1385 holding.
  • Aperio Group first reported a position in bluebird bio in Q1 2015 and has held it in 21 quarters since.
  • Aperio Group's bluebird bio position peaked at $2.11M in Q3 2020.
  • 262 funds tracked by Wall St. Rank held bluebird bio as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.