Federated Hermes
BPFH

Federated Hermes’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Federated Hermes’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
-6,467
Closed -$55K – 2419
2020
Q4 		$55K Buy
6,467
+2,604
+67% +$18.4K ﹤0.01% 1806
2020
Q3 		$21K Hold
3,863
– – ﹤0.01% 1893
2020
Q2 		$27K Buy
3,863
+384
+11% +$2.69K ﹤0.01% 1839
2020
Q1 		$25K Hold
3,479
– – ﹤0.01% 1765
2019
Q4 		$42K Hold
3,479
– – ﹤0.01% 1757
2019
Q3 		$41K Buy
+3,479
New +$39.2K ﹤0.01% 1746
2017
Q4 		– Sell
-2,994
Closed -$50K – 2257
2017
Q3 		$50K Sell
2,994
-191
-6% -$2.89K ﹤0.01% 1648
2017
Q2 		$49K Buy
3,185
+223
+8% +$3.46K ﹤0.01% 1668
2017
Q1 		$49K Sell
2,962
-722
-20% -$12K ﹤0.01% 1640
2016
Q4 		$61K Sell
3,684
-779
-17% -$11.3K ﹤0.01% 1633
2016
Q3 		$57K Buy
4,463
+2,348
+111% +$29.1K ﹤0.01% 1624
2016
Q2 		$25K Sell
2,115
-185
-8% -$2.23K ﹤0.01% 1730
2016
Q1 		$26K Sell
2,300
-486,715
-100% -$5.14M ﹤0.01% 1717
2015
Q4 		$5.55M Buy
+489,015
New +$5.69M 0.02% 544
2015
Q1 		– Sell
-83,162
Closed -$1.12M – 2087
2014
Q4 		$1.12M Sell
83,162
-1,387
-2% -$17.8K ﹤0.01% 1145
2014
Q3 		$1.05M Buy
84,549
+32,248
+62% +$407K ﹤0.01% 1188
2014
Q2 		$703K Buy
52,301
+46,571
+813% +$597K ﹤0.01% 1269
2014
Q1 		$78K Buy
5,730
+1,396
+32% +$17.9K ﹤0.01% 1611
2013
Q4 		$55K Sell
4,334
-11
-0.3% -$128 ﹤0.01% 1647
2013
Q3 		$48K Sell
4,345
-22,265
-84% -$244K ﹤0.01% 1633
2013
Q2 		$283K Buy
+26,610
New +$262K ﹤0.01% 1401

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

Federated Hermes's BPFH Position: Q1 2021 in Review

Federated Hermes sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2021, closing a stake of 6,467 shares — an estimated $55K sold.

Federated Hermes first reported a position in BPFH in Q2 2013 and held it in 21 quarters. The position peaked at $5.55M in Q4 2015. 174 funds tracked by Wall St. Rank hold BPFH as of Q1 2021.

  • Federated Hermes reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2021 after selling out during the quarter.
  • Federated Hermes sold 6,467 Boston Private Financial Holdings, Inc. shares in Q1 2021, an estimated $55K.
  • Federated Hermes first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 21 quarters.
  • Federated Hermes's Boston Private Financial Holdings, Inc. position peaked at $5.55M in Q4 2015.
  • 174 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2021.

Based on Federated Hermes's 13F filing for Q1 2021, filed 13 May 2021.