Loring Wolcott & Coolidge Fiduciary Advisors’s bluebird bio BLUE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	-19	Closed	-$2K	–	578
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	576
2022 Q2	$0	Hold	19	–	–	﹤0.01%	633
2022 Q1	$0	Hold	19	–	–	﹤0.01%	647
2021 Q4	$4K	Sell	19 -10	-34%	-$2.36K	﹤0.01%	663
2021 Q3	$7K	Hold	29	–	–	﹤0.01%	631
2021 Q2	$12K	Buy	+29	New	+$11.5K	﹤0.01%	595
2021 Q1	–	Sell	-29	Closed	-$17K	–	356
2020 Q4	$17K	Hold	29	–	–	﹤0.01%	522
2020 Q3	$20K	Hold	29	–	–	﹤0.01%	467
2020 Q2	$23K	Hold	29	–	–	﹤0.01%	431
2020 Q1	$17K	Hold	29	–	–	﹤0.01%	483
2019 Q4	$33K	Hold	29	–	–	﹤0.01%	463
2019 Q3	$34K	Hold	29	–	–	﹤0.01%	453
2019 Q2	$47K	Buy	+29	New	+$50.2K	﹤0.01%	411

Other funds holding BLUE

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BLUE Position: Q4 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of bluebird bio (BLUE) in Q4 2022, closing a stake of 19 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BLUE in Q2 2019 and held it in 13 quarters. The position peaked at $47K in Q2 2019. 184 funds tracked by Wall St. Rank hold BLUE as of Q4 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining bluebird bio position as of Q4 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 19 bluebird bio shares in Q4 2022, an estimated $2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in bluebird bio in Q2 2019 and held it in 13 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's bluebird bio position peaked at $47K in Q2 2019.
184 funds tracked by Wall St. Rank held bluebird bio as of Q4 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.