Cerity Partners
BLUE

Cerity Partners’s bluebird bio BLUE Stock Holding History

Cerity Partners’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
2024
Q4 		– Sell
-4,485
Closed -$46.6K – 2446
2024
Q3 		$46.6K Buy
4,485
+361
+9% +$6K ﹤0.01% 2488
2024
Q2 		$81.2K Buy
4,124
+642
+18% +$12.9K ﹤0.01% 2132
2024
Q1 		$89.1K Buy
3,482
+501
+17% +$12.8K ﹤0.01% 2215
2023
Q4 		$82.3K Buy
+2,981
New +$182K ﹤0.01% 1793
2023
Q3 		– Sell
-1,481
Closed -$97.5K – 1423
2023
Q2 		$97.5K Buy
1,481
+500
+51% +$36.6K ﹤0.01% 1551
2023
Q1 		$62.4K Hold
981
– – ﹤0.01% 1795
2022
Q4 		$136K Buy
981
+451
+85% +$63.5K ﹤0.01% 1386
2022
Q3 		$67K Sell
530
-10
-2% -$1.13K ﹤0.01% 1129
2022
Q2 		$45K Sell
540
-94
-15% -$7.29K ﹤0.01% 1152
2022
Q1 		$62K Buy
634
+92
+17% +$12.1K ﹤0.01% 912
2021
Q4 		$108K Buy
+542
New +$128K ﹤0.01% 976
2021
Q3 		– Sell
-622
Closed -$258K – 691
2021
Q2 		$258K Buy
622
+1
+0.2% +$396 0.01% 625
2021
Q1 		$243K Buy
621
+97
+19% +$47.8K 0.01% 609
2020
Q4 		$294K Buy
524
+74
+16% +$46.9K 0.01% 524
2020
Q3 		$314K Buy
450
+15
+3% +$11.7K 0.01% 395
2020
Q2 		$344K Hold
435
– – 0.02% 332
2020
Q1 		$259K Sell
435
-10
-2% -$9.74K 0.02% 368
2019
Q4 		$506K Buy
445
+17
+4% +$18.5K 0.03% 334
2019
Q3 		$508K Buy
428
+3
+0.7% +$4.58K 0.03% 320
2019
Q2 		$700K Sell
425
-8
-2% -$13.8K 0.04% 280
2019
Q1 		$883K Buy
433
+1
+0.2% +$1.76K 0.06% 255
2018
Q4 		$556K Buy
432
+238
+123% +$365K 0.04% 302
2018
Q3 		$367K Buy
194
+77
+66% +$159K 0.03% 382
2018
Q2 		$237K Hold
117
– – 0.02% 479
2018
Q1 		$260K Sell
117
-55
-32% -$140K 0.02% 461
2017
Q4 		$397K Buy
172
+39
+29% +$79.2K 0.03% 382
2017
Q3 		$237K Buy
+133
New +$186K 0.02% 496

Other funds holding BLUE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Cerity Partners's BLUE Position: Q4 2024 in Review

Cerity Partners sold out of bluebird bio (BLUE) in Q4 2024, closing a stake of 4,485 shares — an estimated $46.6K sold.

Cerity Partners first reported a position in BLUE in Q3 2017 and held it in 27 quarters. The position peaked at $883K in Q1 2019. 83 funds tracked by Wall St. Rank hold BLUE as of Q4 2024.

  • Cerity Partners reported no remaining bluebird bio position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 4,485 bluebird bio shares in Q4 2024, an estimated $46.6K.
  • Cerity Partners first reported a position in bluebird bio in Q3 2017 and held it in 27 quarters.
  • Cerity Partners's bluebird bio position peaked at $883K in Q1 2019.
  • 83 funds tracked by Wall St. Rank held bluebird bio as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.