Ensign Peak Advisors
BPFH

Ensign Peak Advisors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Ensign Peak Advisors’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
2021
Q1 		– Sell
-89,275
Closed -$754K – 1917
2020
Q4 		$754K Hold
89,275
– – ﹤0.01% 1506
2020
Q3 		$493K Hold
89,275
– – ﹤0.01% 1533
2020
Q2 		$614K Hold
89,275
– – ﹤0.01% 1417
2020
Q1 		$638K Hold
89,275
– – ﹤0.01% 1320
2019
Q4 		$1.07M Buy
+89,275
New +$1.03M ﹤0.01% 1306

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
OP
Omni Partners London, United Kingdom $2.03B AUM 126.33% 1-Year Est. Return

Ensign Peak Advisors's BPFH Position: Q1 2021 in Review

Ensign Peak Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2021, closing a stake of 89,275 shares — an estimated $754K sold.

Ensign Peak Advisors first reported a position in BPFH in Q4 2019 and held it in 5 quarters. The position peaked at $1.07M in Q4 2019. 174 funds tracked by Wall St. Rank hold BPFH as of Q1 2021.

  • Ensign Peak Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2021 after selling out during the quarter.
  • Ensign Peak Advisors sold 89,275 Boston Private Financial Holdings, Inc. shares in Q1 2021, an estimated $754K.
  • Ensign Peak Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q4 2019 and held it in 5 quarters.
  • Ensign Peak Advisors's Boston Private Financial Holdings, Inc. position peaked at $1.07M in Q4 2019.
  • 174 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2021.

Based on Ensign Peak Advisors's 13F filing for Q1 2021, filed 12 May 2021.