Everence Capital Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Everence Capital Management’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 Q3	–	Sell	-17,290	Closed	-$255K	–	783
2021 Q2	$255K	Sell	17,290 -8,340	-33%	-$122K	0.02%	613
2021 Q1	$341K	Hold	25,630	–	–	0.03%	505
2020 Q4	$217K	Hold	25,630	–	–	0.02%	625
2020 Q3	$141K	Buy	25,630 +14,880	+138%	+$88.6K	0.02%	635
2020 Q2	$74K	Hold	10,750	–	–	0.01%	654
2020 Q1	$77K	Hold	10,750	–	–	0.01%	602
2019 Q4	$129K	Hold	10,750	–	–	0.02%	654
2019 Q3	$125K	Hold	10,750	–	–	0.02%	622
2019 Q2	$130K	Hold	10,750	–	–	0.02%	617
2019 Q1	$118K	Hold	10,750	–	–	0.02%	609
2018 Q4	$114K	Hold	10,750	–	–	0.03%	397
2018 Q3	$147K	Hold	10,750	–	–	0.03%	425
2018 Q2	$171K	Sell	10,750 -3,410	-24%	-$56.1K	0.04%	409
2018 Q1	$213K	Hold	14,160	–	–	0.05%	383
2017 Q4	$219K	Hold	14,160	–	–	0.05%	379
2017 Q3	$234K	Buy	+14,160	New	+$214K	0.05%	328

Other funds holding BPFH

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Everence Capital Management's BPFH Position: Q3 2021 in Review

Everence Capital Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 17,290 shares — an estimated $255K sold.

Everence Capital Management first reported a position in BPFH in Q3 2017 and held it in 16 quarters. The position peaked at $341K in Q1 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

Everence Capital Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
Everence Capital Management sold 17,290 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $255K.
Everence Capital Management first reported a position in Boston Private Financial Holdings, Inc. in Q3 2017 and held it in 16 quarters.
Everence Capital Management's Boston Private Financial Holdings, Inc. position peaked at $341K in Q1 2021.
1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Everence Capital Management's 13F filing for Q3 2021, filed 21 Oct 2021.