RIL
BLUE

Rothschild Investment LLC’s bluebird bio BLUE Stock Holding History

Rothschild Investment LLC’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
2025
Q2 		– Sell
-60
Closed -$293 – 3043
2025
Q1 		$293 Buy
60
+15
+33% +$90 ﹤0.01% 2769
2024
Q4 		$375 Buy
+45
New +$393 ﹤0.01% 2637
2024
Q3 		– Sell
-6
Closed -$118 – 2901
2024
Q2 		$118 Buy
+6
New +$120 ﹤0.01% 2678
2020
Q4 		– Sell
-495
Closed -$346K – 454
2020
Q3 		$346K Sell
495
-94
-16% -$73.3K 0.04% 313
2020
Q2 		$466K Sell
589
-20
-3% -$15.1K 0.06% 258
2020
Q1 		$362K Sell
609
-21
-3% -$20.5K 0.05% 283
2019
Q4 		$716K Sell
630
-19
-3% -$20.7K 0.07% 245
2019
Q3 		$772K Sell
649
-24
-4% -$36.7K 0.09% 194
2019
Q2 		$1.11M Buy
673
+31
+5% +$53.6K 0.13% 154
2019
Q1 		$1.31M Buy
642
+195
+44% +$343K 0.15% 144
2018
Q4 		$574K Sell
447
-58
-11% -$89K 0.08% 216
2018
Q3 		$955K Hold
505
– – 0.11% 166
2018
Q2 		$1.03M Buy
505
+74
+17% +$169K 0.13% 159
2018
Q1 		$953K Sell
431
-433
-50% -$1.1M 0.12% 171
2017
Q4 		$1.99M Buy
+864
New +$1.75M 0.22% 112

Other funds holding BLUE

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Rothschild Investment LLC's BLUE Position: Q2 2025 in Review

Rothschild Investment LLC sold out of bluebird bio (BLUE) in Q2 2025, closing a stake of 60 shares — an estimated $293 sold.

Rothschild Investment LLC first reported a position in BLUE in Q4 2017 and held it in 15 quarters. The position peaked at $1.99M in Q4 2017. 3 funds tracked by Wall St. Rank hold BLUE as of Q2 2025.

  • Rothschild Investment LLC reported no remaining bluebird bio position as of Q2 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 60 bluebird bio shares in Q2 2025, an estimated $293.
  • Rothschild Investment LLC first reported a position in bluebird bio in Q4 2017 and held it in 15 quarters.
  • Rothschild Investment LLC's bluebird bio position peaked at $1.99M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held bluebird bio as of Q2 2025.

Based on Rothschild Investment LLC's 13F filing for Q2 2025, filed 11 Aug 2025.