RFS
BIVV

Rockefeller Financial Services’s Bioverativ Inc. Common Stock BIVV Stock Holding History

Rockefeller Financial Services’s Portfolio BIVV Stock Details BIVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$2M Buy
37,102
+11,160
+43% +$611K 0.03% 189
2017
Q3 		$1.48M Sell
25,942
-2,476
-9% -$145K 0.03% 173
2017
Q2 		$1.71M Sell
28,418
-3,313
-10% -$189K 0.03% 146
2017
Q1 		$1.73M Buy
+31,731
New +$1.56M 0.03% 151

Other funds holding BIVV

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HM
HealthCor Management New York $109M AUM 10.64% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Rockefeller Financial Services's BIVV Position: Q4 2017 in Review

Rockefeller Financial Services increased its Bioverativ Inc. Common Stock (BIVV) stake by 43% in Q4 2017, buying an estimated $611K and bringing the position to 37,102 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #189.

Rockefeller Financial Services first reported a position in BIVV in Q1 2017 and has held it in 4 quarters since. 459 funds tracked by Wall St. Rank hold BIVV as of Q4 2017.

  • Rockefeller Financial Services held 37,102 shares of Bioverativ Inc. Common Stock worth $2M as of Q4 2017.
  • Rockefeller Financial Services bought 11,160 Bioverativ Inc. Common Stock shares in Q4 2017, an estimated $611K.
  • Bioverativ Inc. Common Stock made up 0.03% of Rockefeller Financial Services's portfolio in Q4 2017, its #189 holding.
  • Rockefeller Financial Services first reported a position in Bioverativ Inc. Common Stock in Q1 2017 and has held it in 4 quarters since.
  • 459 funds tracked by Wall St. Rank held Bioverativ Inc. Common Stock as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.