HF
BLUE

Halpern Financial’s bluebird bio BLUE Stock Holding History

Halpern Financial’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
Q3 		$146 Hold
15
– – ﹤0.01% 221
2024
Q2 		$295 Hold
15
– – ﹤0.01% 211
2024
Q1 		$354 Sell
15
-10
-40% -$256 ﹤0.01% 204
2023
Q4 		$685 Buy
+25
New +$1.52K ﹤0.01% 234

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Halpern Financial's BLUE Position: Q3 2024 in Review

Halpern Financial held its bluebird bio (BLUE) position steady in Q3 2024 at 15 shares worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Halpern Financial first reported a position in BLUE in Q4 2023 and has held it in 4 quarters since. The position peaked at $685 in Q4 2023. 140 funds tracked by Wall St. Rank hold BLUE as of Q3 2024.

  • Halpern Financial held 15 shares of bluebird bio worth $146 as of Q3 2024.
  • Halpern Financial left its bluebird bio share count unchanged in Q3 2024.
  • bluebird bio made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #221 holding.
  • Halpern Financial first reported a position in bluebird bio in Q4 2023 and has held it in 4 quarters since.
  • Halpern Financial's bluebird bio position peaked at $685 in Q4 2023.
  • 140 funds tracked by Wall St. Rank held bluebird bio as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.