SIG
BLUE

Sargent Investment Group’s bluebird bio BLUE Stock Holding History

Sargent Investment 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
-1,926
Closed -$20K – 240
2024
Q3 		$20K Hold
1,926
– – ﹤0.01% 212
2024
Q2 		$37.9K Sell
1,926
-25
-1% -$501 0.01% 215
2024
Q1 		$49.9K Buy
1,951
+584
+43% +$15K 0.01% 198
2023
Q4 		$37.7K Buy
1,367
+151
+12% +$9.21K 0.01% 207
2023
Q3 		$73.9K Hold
1,216
– – 0.02% 196
2023
Q2 		$80K Buy
+1,216
New +$89K 0.02% 193

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

Sargent Investment Group's BLUE Position: Q4 2024 in Review

Sargent Investment Group sold out of bluebird bio (BLUE) in Q4 2024, closing a stake of 1,926 shares — an estimated $20K sold.

Sargent Investment Group first reported a position in BLUE in Q2 2023 and held it in 6 quarters. The position peaked at $80K in Q2 2023. 83 funds tracked by Wall St. Rank hold BLUE as of Q4 2024.

  • Sargent Investment Group reported no remaining bluebird bio position as of Q4 2024 after selling out during the quarter.
  • Sargent Investment Group sold 1,926 bluebird bio shares in Q4 2024, an estimated $20K.
  • Sargent Investment Group first reported a position in bluebird bio in Q2 2023 and held it in 6 quarters.
  • Sargent Investment Group's bluebird bio position peaked at $80K in Q2 2023.
  • 83 funds tracked by Wall St. Rank held bluebird bio as of Q4 2024.

Based on Sargent Investment Group's 13F filing for Q4 2024, filed 27 Jan 2025.