CIA
BFS

Choate Investment Advisors’s Saul Centers BFS Stock Holding History

Choate Investment Advisors’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6,250
Closed -$294K – 296
2022
Q2 		$294K Buy
+6,250
New +$308K 0.02% 217

Other funds holding BFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Choate Investment Advisors's BFS Position: Q3 2022 in Review

Choate Investment Advisors sold out of Saul Centers (BFS) in Q3 2022, closing a stake of 6,250 shares — an estimated $294K sold.

Choate Investment Advisors first reported a position in BFS in Q2 2022 and held it in 1 quarter. The position peaked at $294K in Q2 2022. 129 funds tracked by Wall St. Rank hold BFS as of Q3 2022.

  • Choate Investment Advisors reported no remaining Saul Centers position as of Q3 2022 after selling out during the quarter.
  • Choate Investment Advisors sold 6,250 Saul Centers shares in Q3 2022, an estimated $294K.
  • Choate Investment Advisors first reported a position in Saul Centers in Q2 2022 and held it in 1 quarter.
  • Choate Investment Advisors's Saul Centers position peaked at $294K in Q2 2022.
  • 129 funds tracked by Wall St. Rank held Saul Centers as of Q3 2022.

Based on Choate Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.