Principal Financial Group
BLUE

Principal Financial Group’s bluebird bio BLUE Stock Holding History

Principal Financial Group’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
Q4 		– Sell
-671
Closed -$6.97K – 2214
2024
Q3 		$6.97K Sell
671
-758
-53% -$12.6K ﹤0.01% 2220
2024
Q2 		$28.1K Sell
1,429
-522
-27% -$10.5K ﹤0.01% 2322
2024
Q1 		$50K Buy
1,951
+286
+17% +$7.33K ﹤0.01% 2346
2023
Q4 		$46K Sell
1,665
-222
-12% -$13.5K ﹤0.01% 2336
2023
Q3 		$115K Sell
1,887
-33
-2% -$2.32K ﹤0.01% 2260
2023
Q2 		$126K Buy
1,920
+352
+22% +$25.8K ﹤0.01% 2255
2023
Q1 		$99.7K Buy
1,568
+280
+22% +$32K ﹤0.01% 2299
2022
Q4 		$178K Buy
1,288
+146
+13% +$20.6K ﹤0.01% 2221
2022
Q3 		$144K Buy
1,142
+228
+25% +$25.8K ﹤0.01% 2266
2022
Q2 		$76K Buy
914
+199
+28% +$15.4K ﹤0.01% 2425
2022
Q1 		$69K Sell
715
-9,654
-93% -$1.27M ﹤0.01% 2466
2021
Q4 		$2.07M Sell
10,369
-23,797
-70% -$5.62M ﹤0.01% 1849
2021
Q3 		$8.46M Buy
34,166
+1,052
+3% +$301K 0.01% 1485
2021
Q2 		$13.7M Buy
33,114
+11,935
+56% +$4.73M 0.01% 1249
2021
Q1 		$8.27M Buy
21,179
+12,322
+139% +$6.07M 0.01% 1476
2020
Q4 		$4.96M Buy
8,857
+213
+2% +$135K ﹤0.01% 1564
2020
Q3 		$6.04M Sell
8,644
-61
-0.7% -$47.6K 0.01% 1366
2020
Q2 		$6.88M Buy
8,705
+4,515
+108% +$3.4M 0.01% 1274
2020
Q1 		$2.5M Sell
4,190
-54
-1% -$52.6K ﹤0.01% 1538
2019
Q4 		$4.82M Sell
4,244
-127
-3% -$138K ﹤0.01% 1543
2019
Q3 		$5.2M Sell
4,371
-163
-4% -$249K ﹤0.01% 1502
2019
Q2 		$7.47M Buy
4,534
+1,300
+40% +$2.25M 0.01% 1383
2019
Q1 		$6.59M Buy
3,234
+210
+7% +$370K 0.01% 1449
2018
Q4 		$3.89M Sell
3,024
-185
-6% -$284K ﹤0.01% 1582
2018
Q3 		$6.07M Sell
3,209
-212
-6% -$438K 0.01% 1541
2018
Q2 		$6.96M Sell
3,421
-2,118
-38% -$4.83M 0.01% 1491
2018
Q1 		$12.3M Sell
5,539
-17
-0.3% -$43.2K 0.01% 1131
2017
Q4 		$12.8M Buy
5,556
+215
+4% +$436K 0.01% 1114
2017
Q3 		$9.5M Buy
5,341
+1,828
+52% +$2.55M 0.01% 1273
2017
Q2 		$4.78M Buy
3,513
+1,782
+103% +$2.15M ﹤0.01% 1563
2017
Q1 		$2.04M Sell
1,731
-6
-0.3% -$6.12K ﹤0.01% 1726
2016
Q4 		$1.39M Buy
1,737
+95
+6% +$75.4K ﹤0.01% 1768
2016
Q3 		$1.44M Buy
1,642
+89
+6% +$64.5K ﹤0.01% 1718
2016
Q2 		$870K Sell
1,553
-32
-2% -$18.1K ﹤0.01% 1775
2016
Q1 		$872K Hold
1,585
– – ﹤0.01% 1749
2015
Q4 		$1.32M Sell
1,585
-3
-0.2% -$3K ﹤0.01% 1713
2015
Q3 		$1.76M Sell
1,588
-410
-21% -$748K ﹤0.01% 1676
2015
Q2 		$4.36M Sell
1,998
-1,896
-49% -$3.86M 0.01% 1465
2015
Q1 		$6.09M Buy
3,894
+44
+1% +$58.1K 0.01% 1283
2014
Q4 		$4.57M Sell
3,850
-231
-6% -$154K 0.01% 1422
2014
Q3 		$1.9M Buy
4,081
+44
+1% +$20.3K ﹤0.01% 1658
2014
Q2 		$2.02M Buy
4,037
+69
+2% +$22.1K ﹤0.01% 1680
2014
Q1 		$1.17M Buy
3,968
+39
+1% +$11.8K ﹤0.01% 1753
2013
Q4 		$1.07M Buy
3,929
+69
+2% +$19.3K ﹤0.01% 1765
2013
Q3 		$1.35M Buy
+3,860
New +$1.43M ﹤0.01% 1707

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Principal Financial Group's BLUE Position: Q4 2024 in Review

Principal Financial Group sold out of bluebird bio (BLUE) in Q4 2024, closing a stake of 671 shares — an estimated $6.97K sold.

Principal Financial Group first reported a position in BLUE in Q3 2013 and held it in 45 quarters. The position peaked at $13.7M in Q2 2021. 83 funds tracked by Wall St. Rank hold BLUE as of Q4 2024.

  • Principal Financial Group reported no remaining bluebird bio position as of Q4 2024 after selling out during the quarter.
  • Principal Financial Group sold 671 bluebird bio shares in Q4 2024, an estimated $6.97K.
  • Principal Financial Group first reported a position in bluebird bio in Q3 2013 and held it in 45 quarters.
  • Principal Financial Group's bluebird bio position peaked at $13.7M in Q2 2021.
  • 83 funds tracked by Wall St. Rank held bluebird bio as of Q4 2024.

Based on Principal Financial Group's 13F filing for Q4 2024, filed 31 Jan 2025.