Gradient Investments’s Saul Centers BFS Stock Holding History

Gradient Investments’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 Q2	–	Sell	-1	Closed	-$39	–	1778
2023 Q1	$39	Hold	1	–	–	﹤0.01%	1477
2022 Q4	$41	Hold	1	–	–	﹤0.01%	1462
2022 Q3	$0	Buy	+1	New	+$46	﹤0.01%	1346

Other funds holding BFS

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments's BFS Position: Q2 2023 in Review

Gradient Investments sold out of Saul Centers (BFS) in Q2 2023, closing a stake of 1 share — an estimated $39 sold.

Gradient Investments first reported a position in BFS in Q3 2022 and held it in 3 quarters. The position peaked at $41 in Q4 2022. 118 funds tracked by Wall St. Rank hold BFS as of Q2 2023.

Gradient Investments reported no remaining Saul Centers position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 1 Saul Centers share in Q2 2023, an estimated $39.
Gradient Investments first reported a position in Saul Centers in Q3 2022 and held it in 3 quarters.
Gradient Investments's Saul Centers position peaked at $41 in Q4 2022.
118 funds tracked by Wall St. Rank held Saul Centers as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.