Stifel Financial
BLUE

Stifel Financial’s bluebird bio BLUE Stock Holding History

Stifel Financial’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
2023
Q4 		– Sell
-519
Closed -$31.5K – 3332
2023
Q3 		$31.5K Buy
+519
New +$36.5K ﹤0.01% 3217
2021
Q1 		– Sell
-733
Closed -$411K – 3213
2020
Q4 		$411K Sell
733
-359
-33% -$228K ﹤0.01% 2437
2020
Q3 		$763K Buy
1,092
+203
+23% +$158K ﹤0.01% 1817
2020
Q2 		$703K Buy
889
+221
+33% +$167K ﹤0.01% 1789
2020
Q1 		$394K Buy
668
+117
+21% +$114K ﹤0.01% 2010
2019
Q4 		$624K Buy
551
+24
+5% +$26.1K ﹤0.01% 2125
2019
Q3 		$621K Sell
527
-29
-5% -$44.3K ﹤0.01% 2038
2019
Q2 		$922K Sell
556
-145
-21% -$251K ﹤0.01% 1856
2019
Q1 		$1.43M Buy
701
+228
+48% +$401K ﹤0.01% 1438
2018
Q4 		$600K Buy
473
+285
+152% +$437K ﹤0.01% 1844
2018
Q3 		$357K Buy
+188
New +$388K ﹤0.01% 2255
2017
Q4 		– Sell
-220
Closed -$391K – 2658
2017
Q3 		$391K Buy
+220
New +$307K ﹤0.01% 2029

Other funds holding BLUE

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return

Stifel Financial's BLUE Position: Q4 2023 in Review

Stifel Financial sold out of bluebird bio (BLUE) in Q4 2023, closing a stake of 519 shares — an estimated $31.5K sold.

Stifel Financial first reported a position in BLUE in Q3 2017 and held it in 12 quarters. The position peaked at $1.43M in Q1 2019. 187 funds tracked by Wall St. Rank hold BLUE as of Q4 2023.

  • Stifel Financial reported no remaining bluebird bio position as of Q4 2023 after selling out during the quarter.
  • Stifel Financial sold 519 bluebird bio shares in Q4 2023, an estimated $31.5K.
  • Stifel Financial first reported a position in bluebird bio in Q3 2017 and held it in 12 quarters.
  • Stifel Financial's bluebird bio position peaked at $1.43M in Q1 2019.
  • 187 funds tracked by Wall St. Rank held bluebird bio as of Q4 2023.

Based on Stifel Financial's 13F filing for Q4 2023, filed 12 Feb 2024.