HR
BLUE

Howe & Rusling’s bluebird bio BLUE Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-2
Closed – – 407
2022
Q3 		$0 Buy
2
+1
+100% +$113 ﹤0.01% 1064
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1064
2022
Q1 		$0 Sell
1
-1
-50% -$132 ﹤0.01% 1010
2021
Q4 		$0 Sell
2
-1
-33% -$236 ﹤0.01% 995
2021
Q3 		$1K Buy
3
+1
+50% +$286 ﹤0.01% 906
2021
Q2 		$1K Buy
+2
New +$792 ﹤0.01% 867

Other funds holding BLUE

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Howe & Rusling's BLUE Position: Q4 2022 in Review

Howe & Rusling sold out of bluebird bio (BLUE) in Q4 2022, closing a stake of 2 shares.

Howe & Rusling first reported a position in BLUE in Q2 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2021. 184 funds tracked by Wall St. Rank hold BLUE as of Q4 2022.

  • Howe & Rusling reported no remaining bluebird bio position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 2 bluebird bio shares in Q4 2022.
  • Howe & Rusling first reported a position in bluebird bio in Q2 2021 and held it in 6 quarters.
  • Howe & Rusling's bluebird bio position peaked at $1K in Q3 2021.
  • 184 funds tracked by Wall St. Rank held bluebird bio as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.