Goldman Sachs’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-814,230
| Closed | -$12M | – | 6769 |
|
|
2021
Q2 | $12M | Sell |
814,230
-88,652
| -10% | -$1.3M | ﹤0.01% | 2517 |
|
|
2021
Q1 | $12M | Sell |
902,882
-82,301
| -8% | -$1.1M | ﹤0.01% | 2401 |
|
|
2020
Q4 | $8.32M | Buy |
985,183
+258,661
| +36% | +$1.83M | ﹤0.01% | 2612 |
|
|
2020
Q3 | $4.01M | Buy |
726,522
+141,144
| +24% | +$840K | ﹤0.01% | 3067 |
|
|
2020
Q2 | $4.03M | Sell |
585,378
-76,471
| -12% | -$535K | ﹤0.01% | 2957 |
|
|
2020
Q1 | $4.73M | Sell |
661,849
-77,898
| -11% | -$802K | ﹤0.01% | 2693 |
|
|
2019
Q4 | $8.9M | Buy |
739,747
+119,563
| +19% | +$1.39M | ﹤0.01% | 2523 |
|
|
2019
Q3 | $7.23M | Buy |
620,184
+280,676
| +83% | +$3.16M | ﹤0.01% | 2571 |
|
|
2019
Q2 | $4.1M | Sell |
339,508
-1,961,686
| -85% | -$22M | ﹤0.01% | 2985 |
|
|
2019
Q1 | $25.2M | Sell |
2,301,194
-37,254
| -2% | -$426K | 0.01% | 1671 |
|
|
2018
Q4 | $24.7M | Sell |
2,338,448
-487,230
| -17% | -$6.13M | 0.01% | 1625 |
|
|
2018
Q3 | $38.6M | Buy |
2,825,678
+88,002
| +3% | +$1.29M | 0.01% | 1408 |
|
|
2018
Q2 | $43.5M | Sell |
2,737,676
-101,246
| -4% | -$1.66M | 0.01% | 1311 |
|
|
2018
Q1 | $42.7M | Sell |
2,838,922
-56,939
| -2% | -$864K | 0.01% | 1306 |
|
|
2017
Q4 | $44.7M | Buy |
2,895,861
+40,781
| +1% | +$650K | 0.01% | 1369 |
|
|
2017
Q3 | $47.3M | Buy |
2,855,080
+170,599
| +6% | +$2.58M | 0.01% | 1332 |
|
|
2017
Q2 | $41.2M | Sell |
2,684,481
-89,175
| -3% | -$1.38M | 0.01% | 1370 |
|
|
2017
Q1 | $45.5M | Sell |
2,773,656
-111,840
| -4% | -$1.86M | 0.01% | 1285 |
|
|
2016
Q4 | $47.8M | Buy |
2,885,496
+82,073
| +3% | +$1.19M | 0.01% | 1302 |
|
|
2016
Q3 | $36M | Buy |
2,803,423
+128,734
| +5% | +$1.6M | 0.01% | 1457 |
|
|
2016
Q2 | $31.5M | Sell |
2,674,689
-36,491
| -1% | -$439K | 0.01% | 1453 |
|
|
2016
Q1 | $31M | Sell |
2,711,180
-68,663
| -2% | -$725K | 0.01% | 1401 |
|
|
2015
Q4 | $31.5M | Sell |
2,779,843
-361,957
| -12% | -$4.21M | 0.01% | 1443 |
|
|
2015
Q3 | $36.8M | Sell |
3,141,800
-26,420
| -0.8% | -$326K | 0.01% | 1270 |
|
|
2015
Q2 | $42.5M | Sell |
3,168,220
-187,450
| -6% | -$2.4M | 0.01% | 1226 |
|
|
2015
Q1 | $40.8M | Sell |
3,355,670
-75,216
| -2% | -$925K | 0.01% | 1240 |
|
|
2014
Q4 | $46.2M | Buy |
3,430,886
+175,423
| +5% | +$2.25M | 0.01% | 1170 |
|
|
2014
Q3 | $40.3M | Sell |
3,255,463
-85,669
| -3% | -$1.08M | 0.01% | 1235 |
|
|
2014
Q2 | $44.9M | Buy |
3,341,132
+30,692
| +0.9% | +$393K | 0.01% | 1183 |
|
|
2014
Q1 | $44.8M | Buy |
3,310,440
+90,163
| +3% | +$1.15M | 0.01% | 1135 |
|
|
2013
Q4 | $40.6M | Buy |
3,220,277
+363,801
| +13% | +$4.22M | 0.01% | 1199 |
|
|
2013
Q3 | $31.7M | Buy |
2,856,476
+303,424
| +12% | +$3.32M | 0.01% | 1282 |
|
|
2013
Q2 | $27.2M | Buy |
+2,553,052
| New | +$25.1M | 0.01% | 1306 |
|
Other funds holding BPFH
Goldman Sachs's BPFH Position: Q3 2021 in Review
Goldman Sachs sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 814,230 shares — an estimated $12M sold.
Goldman Sachs first reported a position in BPFH in Q2 2013 and held it in 33 quarters. The position peaked at $47.8M in Q4 2016. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.
- Goldman Sachs reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
- Goldman Sachs sold 814,230 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $12M.
- Goldman Sachs first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 33 quarters.
- Goldman Sachs's Boston Private Financial Holdings, Inc. position peaked at $47.8M in Q4 2016.
- 1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.
Based on Goldman Sachs's 13F filing for Q3 2021, filed 10 Nov 2021.