WEC
BLUE

Winslow Evans & Crocker’s bluebird bio BLUE Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$133K Buy
236
+66
+39% +$41.8K 0.03% 392
2020
Q3 		$119K Sell
170
-38
-18% -$29.6K 0.03% 335
2020
Q2 		$165K Hold
208
– – 0.04% 290
2020
Q1 		$126K Sell
208
-124
-37% -$121K 0.04% 295
2019
Q4 		$380K Buy
332
+8
+2% +$8.7K 0.1% 205
2019
Q3 		$386K Hold
324
– – 0.11% 198
2019
Q2 		$536K Buy
324
+15
+5% +$25.9K 0.15% 155
2019
Q1 		$630K Hold
309
– – 0.18% 128
2018
Q4 		$398K Buy
309
+16
+5% +$24.5K 0.13% 167
2018
Q3 		$556K Buy
293
+15
+5% +$31K 0.17% 138
2018
Q2 		$566K Buy
278
+16
+6% +$36.5K 0.18% 130
2018
Q1 		$581K Buy
262
+146
+126% +$371K 0.19% 119
2017
Q4 		$267K Sell
116
-177
-60% -$359K 0.09% 219
2017
Q3 		$522K Buy
293
+69
+31% +$96.4K 0.17% 132
2017
Q2 		$305K Hold
224
– – 0.08% 250
2017
Q1 		$264K Sell
224
-23
-9% -$23.5K 0.08% 256
2016
Q4 		$197K Buy
247
+39
+19% +$31K 0.06% 290
2016
Q3 		$183K Buy
208
+131
+170% +$94.9K 0.05% 309
2016
Q2 		$43.3K Hold
77
– – 0.01% 546
2016
Q1 		$42.5K Hold
77
– – 0.01% 539
2015
Q4 		$64.2K Hold
77
– – 0.02% 485
2015
Q3 		$85.5K Buy
+77
New +$140K 0.03% 408

Other funds holding BLUE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Winslow Evans & Crocker's BLUE Position: Q4 2020 in Review

Winslow Evans & Crocker increased its bluebird bio (BLUE) stake by 39% in Q4 2020, buying an estimated $41.8K and bringing the position to 236 shares worth $133K. The position accounts for 0.03% of the portfolio, ranked #392.

Winslow Evans & Crocker first reported a position in BLUE in Q3 2015 and has held it in 22 quarters since. The position peaked at $630K in Q1 2019. 262 funds tracked by Wall St. Rank hold BLUE as of Q4 2020.

  • Winslow Evans & Crocker held 236 shares of bluebird bio worth $133K as of Q4 2020.
  • Winslow Evans & Crocker bought 66 bluebird bio shares in Q4 2020, an estimated $41.8K.
  • bluebird bio made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #392 holding.
  • Winslow Evans & Crocker first reported a position in bluebird bio in Q3 2015 and has held it in 22 quarters since.
  • Winslow Evans & Crocker's bluebird bio position peaked at $630K in Q1 2019.
  • 262 funds tracked by Wall St. Rank held bluebird bio as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.