KFS
BLUE

Kelly Financial Services’s bluebird bio BLUE Stock Holding History

Kelly Financial Services’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
2020
Q1 		– Sell
-27
Closed -$31K – 588
2019
Q4 		$31K Hold
27
– – 0.02% 121
2019
Q3 		$32.4K Hold
27
– – 0.03% 112
2019
Q2 		$44.9K Hold
27
– – 0.04% 84
2019
Q1 		$55.5K Buy
+27
New +$47.5K 0.06% 70

Other funds holding BLUE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kelly Financial Services's BLUE Position: Q1 2020 in Review

Kelly Financial Services sold out of bluebird bio (BLUE) in Q1 2020, closing a stake of 27 shares — an estimated $31K sold.

Kelly Financial Services first reported a position in BLUE in Q1 2019 and held it in 4 quarters. The position peaked at $55.5K in Q1 2019. 247 funds tracked by Wall St. Rank hold BLUE as of Q1 2020.

  • Kelly Financial Services reported no remaining bluebird bio position as of Q1 2020 after selling out during the quarter.
  • Kelly Financial Services sold 27 bluebird bio shares in Q1 2020, an estimated $31K.
  • Kelly Financial Services first reported a position in bluebird bio in Q1 2019 and held it in 4 quarters.
  • Kelly Financial Services's bluebird bio position peaked at $55.5K in Q1 2019.
  • 247 funds tracked by Wall St. Rank held bluebird bio as of Q1 2020.

Based on Kelly Financial Services's 13F filing for Q1 2020, filed 17 Jul 2024.