CAL
BLUE

Capital Analysts LLC’s bluebird bio BLUE Stock Holding History

Capital Analysts LLC’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 		– Sell
-21
Closed -$15K – 747
2020
Q3 		$15K Hold
21
– – ﹤0.01% 538
2020
Q2 		$17K Hold
21
– – ﹤0.01% 488
2020
Q1 		$13K Hold
21
– – ﹤0.01% 489
2019
Q4 		$24K Sell
21
-2
-9% -$2.17K ﹤0.01% 476
2019
Q3 		$26K Hold
23
– – ﹤0.01% 455
2019
Q2 		$37K Hold
23
– – ﹤0.01% 401
2019
Q1 		$46K Hold
23
– – 0.01% 359
2018
Q4 		$29K Buy
23
+8
+53% +$12.3K ﹤0.01% 375
2018
Q3 		$28K Hold
15
– – ﹤0.01% 371
2018
Q2 		$31K Hold
15
– – ﹤0.01% 374
2018
Q1 		$33K Buy
15
+1
+7% +$2.54K ﹤0.01% 354
2017
Q4 		$31K Buy
+14
New +$28.4K ﹤0.01% 339

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

Capital Analysts LLC's BLUE Position: Q4 2020 in Review

Capital Analysts LLC sold out of bluebird bio (BLUE) in Q4 2020, closing a stake of 21 shares — an estimated $15K sold.

Capital Analysts LLC first reported a position in BLUE in Q4 2017 and held it in 12 quarters. The position peaked at $46K in Q1 2019. 262 funds tracked by Wall St. Rank hold BLUE as of Q4 2020.

  • Capital Analysts LLC reported no remaining bluebird bio position as of Q4 2020 after selling out during the quarter.
  • Capital Analysts LLC sold 21 bluebird bio shares in Q4 2020, an estimated $15K.
  • Capital Analysts LLC first reported a position in bluebird bio in Q4 2017 and held it in 12 quarters.
  • Capital Analysts LLC's bluebird bio position peaked at $46K in Q1 2019.
  • 262 funds tracked by Wall St. Rank held bluebird bio as of Q4 2020.

Based on Capital Analysts LLC's 13F filing for Q4 2020, filed 16 Feb 2021.