EH
BLUE

Equitable Holdings’s bluebird bio BLUE Stock Holding History

Equitable Holdings’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
-1,253
Closed -$13K – 1272
2024
Q3 		$13K Buy
1,253
+500
+66% +$8.31K ﹤0.01% 1256
2024
Q2 		$14.8K Buy
753
+250
+50% +$5.01K ﹤0.01% 1206
2024
Q1 		$12.9K Buy
+503
New +$12.9K ﹤0.01% 1159

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

Equitable Holdings's BLUE Position: Q4 2024 in Review

Equitable Holdings sold out of bluebird bio (BLUE) in Q4 2024, closing a stake of 1,253 shares — an estimated $13K sold.

Equitable Holdings first reported a position in BLUE in Q1 2024 and held it in 3 quarters. The position peaked at $14.8K in Q2 2024. 83 funds tracked by Wall St. Rank hold BLUE as of Q4 2024.

  • Equitable Holdings reported no remaining bluebird bio position as of Q4 2024 after selling out during the quarter.
  • Equitable Holdings sold 1,253 bluebird bio shares in Q4 2024, an estimated $13K.
  • Equitable Holdings first reported a position in bluebird bio in Q1 2024 and held it in 3 quarters.
  • Equitable Holdings's bluebird bio position peaked at $14.8K in Q2 2024.
  • 83 funds tracked by Wall St. Rank held bluebird bio as of Q4 2024.

Based on Equitable Holdings's 13F filing for Q4 2024, filed 12 Feb 2025.