AG
BPFH

Aperio Group’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Aperio Group’s Portfolio BPFH Stock Details BPFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$1.56M Buy
185,096
+45,870
+33% +$325K ﹤0.01% 1352
2020
Q3 		$769K Buy
139,226
+77,059
+124% +$459K ﹤0.01% 1578
2020
Q2 		$427K Buy
62,167
+16,876
+37% +$118K ﹤0.01% 1846
2020
Q1 		$324K Sell
45,291
-1,477
-3% -$15.2K ﹤0.01% 1859
2019
Q4 		$563K Buy
46,768
+1,084
+2% +$12.6K ﹤0.01% 1735
2019
Q3 		$532K Sell
45,684
-10,150
-18% -$114K ﹤0.01% 1728
2019
Q2 		$674K Buy
55,834
+10,586
+23% +$119K ﹤0.01% 1621
2019
Q1 		$496K Buy
45,248
+438
+1% +$5.01K ﹤0.01% 1756
2018
Q4 		$474K Buy
44,810
+1,016
+2% +$12.8K ﹤0.01% 1714
2018
Q3 		$598K Sell
43,794
-15,468
-26% -$226K ﹤0.01% 1677
2018
Q2 		$942K Buy
59,262
+2,654
+5% +$43.6K ﹤0.01% 1428
2018
Q1 		$852K Sell
56,608
-1,736
-3% -$26.3K ﹤0.01% 1415
2017
Q4 		$901K Buy
58,344
+3,253
+6% +$51.9K ﹤0.01% 1361
2017
Q3 		$911K Buy
55,091
+4,153
+8% +$62.8K 0.01% 1330
2017
Q2 		$782K Buy
50,938
+11,572
+29% +$179K ﹤0.01% 1372
2017
Q1 		$646K Buy
39,366
+1,290
+3% +$21.5K ﹤0.01% 1406
2016
Q4 		$630K Buy
38,076
+2,685
+8% +$38.9K ﹤0.01% 1373
2016
Q3 		$454K Buy
35,391
+3,211
+10% +$39.8K ﹤0.01% 1500
2016
Q2 		$379K Buy
32,180
+188
+0.6% +$2.26K ﹤0.01% 1541
2016
Q1 		$366K Buy
31,992
+16,219
+103% +$171K ﹤0.01% 1536
2015
Q4 		$179K Buy
+15,773
New +$183K ﹤0.01% 1847
2015
Q1 		– Sell
-12,970
Closed -$175K – 2011
2014
Q4 		$175K Buy
+12,970
New +$166K ﹤0.01% 1772

Other funds holding BPFH

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Aperio Group's BPFH Position: Q4 2020 in Review

Aperio Group increased its Boston Private Financial Holdings, Inc. (BPFH) stake by 33% in Q4 2020, buying an estimated $325K and bringing the position to 185,096 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Aperio Group first reported a position in BPFH in Q4 2014 and has held it in 22 quarters since. 169 funds tracked by Wall St. Rank hold BPFH as of Q4 2020.

  • Aperio Group held 185,096 shares of Boston Private Financial Holdings, Inc. worth $1.56M as of Q4 2020.
  • Aperio Group bought 45,870 Boston Private Financial Holdings, Inc. shares in Q4 2020, an estimated $325K.
  • Boston Private Financial Holdings, Inc. made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1352 holding.
  • Aperio Group first reported a position in Boston Private Financial Holdings, Inc. in Q4 2014 and has held it in 22 quarters since.
  • 169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.