GRP
BFS

Global Retirement Partners’s Saul Centers BFS Stock Holding History

Global Retirement Partners’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
2023
Q4 		– Sell
-67
Closed -$2.31K – 3371
2023
Q3 		$2.31K Hold
67
– – ﹤0.01% 2482
2023
Q2 		$2.47K Hold
67
– – ﹤0.01% 2460
2023
Q1 		$2.34K Hold
67
– – ﹤0.01% 2442
2022
Q4 		$2.73K Hold
67
– – ﹤0.01% 2246
2022
Q3 		$3K Sell
67
-107
-61% -$4.93K ﹤0.01% 2070
2022
Q2 		$8K Hold
174
– – ﹤0.01% 1711
2022
Q1 		$8K Buy
+174
New +$8.53K ﹤0.01% 1693

Other funds holding BFS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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

Global Retirement Partners's BFS Position: Q4 2023 in Review

Global Retirement Partners sold out of Saul Centers (BFS) in Q4 2023, closing a stake of 67 shares — an estimated $2.31K sold.

Global Retirement Partners first reported a position in BFS in Q1 2022 and held it in 7 quarters. The position peaked at $8K in Q2 2022. 133 funds tracked by Wall St. Rank hold BFS as of Q4 2023.

  • Global Retirement Partners reported no remaining Saul Centers position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 67 Saul Centers shares in Q4 2023, an estimated $2.31K.
  • Global Retirement Partners first reported a position in Saul Centers in Q1 2022 and held it in 7 quarters.
  • Global Retirement Partners's Saul Centers position peaked at $8K in Q2 2022.
  • 133 funds tracked by Wall St. Rank held Saul Centers as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.