Boston Financial Management’s CAMBRIDGE BANCORP CATC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,972
Closed -$550K 338
2024
Q2
$550K Hold
7,972
0.02% 230
2024
Q1
$543K Buy
+7,972
New +$529K 0.02% 241
2023
Q1
Sell
-2,812
Closed -$234K 329
2022
Q4
$234K Hold
2,812
0.01% 290
2022
Q3
$224K Hold
2,812
0.01% 284
2022
Q2
$233K Hold
2,812
0.01% 269
2022
Q1
$239K Buy
2,812
+535
+23% +$47K 0.01% 264
2021
Q4
$213K Hold
2,277
0.01% 252
2021
Q3
$200K Buy
+2,277
New +$192K 0.01% 254
2020
Q3
Sell
-2,320
Closed -$137K 276
2020
Q2
$137K Buy
+2,320
New +$122K 0.01% 261

Boston Financial Management's CATC Position: Q3 2024 in Review

Boston Financial Management sold out of CAMBRIDGE BANCORP (CATC) in Q3 2024, closing a stake of 7,972 shares — an estimated $550K sold.

Boston Financial Management first reported a position in CATC in Q2 2020 and held it in 9 quarters. The position peaked at $550K in Q2 2024. 0 funds tracked by Wall St. Rank hold CATC as of Q3 2024.

  • Boston Financial Management reported no remaining CAMBRIDGE BANCORP position as of Q3 2024 after selling out during the quarter.
  • Boston Financial Management sold 7,972 CAMBRIDGE BANCORP shares in Q3 2024, an estimated $550K.
  • Boston Financial Management first reported a position in CAMBRIDGE BANCORP in Q2 2020 and held it in 9 quarters.
  • Boston Financial Management's CAMBRIDGE BANCORP position peaked at $550K in Q2 2024.
  • 0 funds tracked by Wall St. Rank held CAMBRIDGE BANCORP as of Q3 2024.

Based on Boston Financial Management's 13F filing for Q3 2024, filed 25 Oct 2024.