Appleton Group’s bluebird bio BLUE Stock Holding History

Appleton 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
2021 Q4	–	Sell	-1,505	Closed	-$373K	–	52
2021 Q3	$373K	Buy	1,505 +631	+72%	+$180K	0.32%	28
2021 Q2	$362K	Buy	+874	New	+$346K	0.28%	37

Other funds holding BLUE

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Appleton Group's BLUE Position: Q4 2021 in Review

Appleton Group sold out of bluebird bio (BLUE) in Q4 2021, closing a stake of 1,505 shares — an estimated $373K sold.

Appleton Group first reported a position in BLUE in Q2 2021 and held it in 2 quarters. The position peaked at $373K in Q3 2021. 172 funds tracked by Wall St. Rank hold BLUE as of Q4 2021.

Appleton Group reported no remaining bluebird bio position as of Q4 2021 after selling out during the quarter.
Appleton Group sold 1,505 bluebird bio shares in Q4 2021, an estimated $373K.
Appleton Group first reported a position in bluebird bio in Q2 2021 and held it in 2 quarters.
Appleton Group's bluebird bio position peaked at $373K in Q3 2021.
172 funds tracked by Wall St. Rank held bluebird bio as of Q4 2021.

Based on Appleton Group's 13F filing for Q4 2021, filed 9 Feb 2022.