Boxer Capital’s Blueprint Medicines BPMC Stock Holding History

Boxer Capital’s Portfolio BPMC Stock Details BPMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-275,000	Closed	-$18.1M	–	74
2022 Q3	$18.1M	Sell	275,000 -232,374	-46%	-$14.9M	1.02%	38
2022 Q2	$25.6M	Hold	507,374	–	–	1.62%	23
2022 Q1	$32.4M	Hold	507,374	–	–	1.67%	18
2021 Q4	$54.3M	Buy	507,374 +82,374	+19%	+$8.62M	2.11%	15
2021 Q3	$43.7M	Buy	+425,000	New	+$39.6M	1.53%	17
2018 Q2	–	Sell	-250,000	Closed	-$22.9M	–	27
2018 Q1	$22.9M	Hold	250,000	–	–	2.45%	16
2017 Q4	$18.9M	Hold	250,000	–	–	3.45%	11
2017 Q3	$17.4M	Hold	250,000	–	–	3.97%	8
2017 Q2	$12.7M	Sell	250,000 -520,159	-68%	-$22.1M	3.01%	9
2017 Q1	$30.8M	Buy	770,159 +65,000	+9%	+$2.33M	6.73%	7
2016 Q4	$19.8M	Hold	705,159	–	–	7.65%	6
2016 Q3	$20.9M	Hold	705,159	–	–	9.39%	3
2016 Q2	$14.3M	Hold	705,159	–	–	12.66%	2
2016 Q1	$12.7M	Buy	705,159 +391,533	+125%	+$6.79M	12.46%	2
2015 Q4	$8.26M	Buy	+313,626	New	+$7.06M	7.13%	3

Other funds holding BPMC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

Boxer Capital's BPMC Position: Q4 2022 in Review

Boxer Capital sold out of Blueprint Medicines (BPMC) in Q4 2022, closing a stake of 275,000 shares — an estimated $18.1M sold.

Boxer Capital first reported a position in BPMC in Q4 2015 and held it in 15 quarters. The position peaked at $54.3M in Q4 2021. 223 funds tracked by Wall St. Rank hold BPMC as of Q4 2022.

Boxer Capital reported no remaining Blueprint Medicines position as of Q4 2022 after selling out during the quarter.
Boxer Capital sold 275,000 Blueprint Medicines shares in Q4 2022, an estimated $18.1M.
Boxer Capital first reported a position in Blueprint Medicines in Q4 2015 and held it in 15 quarters.
Boxer Capital's Blueprint Medicines position peaked at $54.3M in Q4 2021.
223 funds tracked by Wall St. Rank held Blueprint Medicines as of Q4 2022.

Based on Boxer Capital's 13F filing for Q4 2022, filed 14 Feb 2023.