First Manhattan’s Blueprint Medicines BPMC Stock Holding History

First Manhattan’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 Q3	–	Sell	-587,512	Closed	-$29.7M	–	1522
2022 Q2	$29.7M	Buy	587,512 +271,956	+86%	+$15.9M	0.12%	83
2022 Q1	$20.2M	Hold	315,556	–	–	0.07%	114
2021 Q4	$33.8M	Sell	315,556 -2,175	-0.7%	-$228K	0.11%	83
2021 Q3	$32.7M	Hold	317,731	–	–	0.12%	77
2021 Q2	$27.9M	Buy	317,731 +73,000	+30%	+$6.69M	0.1%	93
2021 Q1	$23.8M	Sell	244,731 -1,300	-0.5%	-$130K	0.1%	98
2020 Q4	$27.6M	Sell	246,031 -114,200	-32%	-$12M	0.13%	89
2020 Q3	$33.4M	Sell	360,231 -207,300	-37%	-$16M	0.17%	75
2020 Q2	$44.3M	Buy	567,531 +310,031	+120%	+$21M	0.26%	56
2020 Q1	$15.1M	Buy	+257,500	New	+$16.6M	0.1%	109

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RSCM

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

First Manhattan's BPMC Position: Q3 2022 in Review

First Manhattan sold out of Blueprint Medicines (BPMC) in Q3 2022, closing a stake of 587,512 shares — an estimated $29.7M sold.

First Manhattan first reported a position in BPMC in Q1 2020 and held it in 10 quarters. The position peaked at $44.3M in Q2 2020. 240 funds tracked by Wall St. Rank hold BPMC as of Q3 2022.

First Manhattan reported no remaining Blueprint Medicines position as of Q3 2022 after selling out during the quarter.
First Manhattan sold 587,512 Blueprint Medicines shares in Q3 2022, an estimated $29.7M.
First Manhattan first reported a position in Blueprint Medicines in Q1 2020 and held it in 10 quarters.
First Manhattan's Blueprint Medicines position peaked at $44.3M in Q2 2020.
240 funds tracked by Wall St. Rank held Blueprint Medicines as of Q3 2022.

Based on First Manhattan's 13F filing for Q3 2022, filed 14 Nov 2022.