Summit Securities Group’s bluebird bio BLUE Stock Holding History

Summit Securities 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
2023 Q4	–	Sell	-184	Closed	-$11K	–	680
2023 Q3	$11K	Buy	+184	New	+$12.9K	﹤0.01%	418

Other funds holding BLUE

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Summit Securities Group's BLUE Position: Q4 2023 in Review

Summit Securities Group sold out of bluebird bio (BLUE) in Q4 2023, closing a stake of 184 shares — an estimated $11K sold.

Summit Securities Group first reported a position in BLUE in Q3 2023 and held it in 1 quarter. The position peaked at $11K in Q3 2023. 187 funds tracked by Wall St. Rank hold BLUE as of Q4 2023.

Summit Securities Group reported no remaining bluebird bio position as of Q4 2023 after selling out during the quarter.
Summit Securities Group sold 184 bluebird bio shares in Q4 2023, an estimated $11K.
Summit Securities Group first reported a position in bluebird bio in Q3 2023 and held it in 1 quarter.
Summit Securities Group's bluebird bio position peaked at $11K in Q3 2023.
187 funds tracked by Wall St. Rank held bluebird bio as of Q4 2023.

Based on Summit Securities Group's 13F filing for Q4 2023, filed 14 Feb 2024.