Handelsbanken Fonder
BPFH

Handelsbanken Fonder’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Handelsbanken Fonder’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
2020
Q4 		– Sell
-24,420
Closed -$135K – 1556
2020
Q3 		$135K Hold
24,420
– – ﹤0.01% 1429
2020
Q2 		$168K Buy
+24,420
New +$171K ﹤0.01% 1400

Other funds holding BPFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Handelsbanken Fonder's BPFH Position: Q4 2020 in Review

Handelsbanken Fonder sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2020, closing a stake of 24,420 shares — an estimated $135K sold.

Handelsbanken Fonder first reported a position in BPFH in Q2 2020 and held it in 2 quarters. The position peaked at $168K in Q2 2020. 169 funds tracked by Wall St. Rank hold BPFH as of Q4 2020.

  • Handelsbanken Fonder reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2020 after selling out during the quarter.
  • Handelsbanken Fonder sold 24,420 Boston Private Financial Holdings, Inc. shares in Q4 2020, an estimated $135K.
  • Handelsbanken Fonder first reported a position in Boston Private Financial Holdings, Inc. in Q2 2020 and held it in 2 quarters.
  • Handelsbanken Fonder's Boston Private Financial Holdings, Inc. position peaked at $168K in Q2 2020.
  • 169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2020.

Based on Handelsbanken Fonder's 13F filing for Q4 2020, filed 11 Feb 2021.