Grantham, Mayo, Van Otterloo & Co (GMO)’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-154,770
| Closed | -$2.28M | – | 792 |
|
|
2021
Q2 | $2.28M | Sell |
154,770
-16,200
| -9% | -$239K | 0.01% | 444 |
|
|
2021
Q1 | $2.28M | Sell |
170,970
-15,630
| -8% | -$208K | 0.01% | 455 |
|
|
2020
Q4 | $1.58M | Buy |
186,600
+20,500
| +12% | +$173K | 0.01% | 479 |
|
|
2020
Q3 | $917K | Buy |
166,100
+31,200
| +23% | +$172K | 0.01% | 536 |
|
|
2020
Q2 | $928K | Buy |
+134,900
| New | +$928K | 0.01% | 541 |
|
|
2019
Q4 | – | Sell |
-13,500
| Closed | -$157K | – | 789 |
|
|
2019
Q3 | $157K | Buy |
+13,500
| New | +$157K | ﹤0.01% | 705 |
|
|
2019
Q2 | – | Sell |
-85,100
| Closed | -$933K | – | 791 |
|
|
2019
Q1 | $933K | Buy |
+85,100
| New | +$933K | 0.01% | 499 |
|