IFAM
BFS

Institutional & Family Asset Management’s Saul Centers BFS Stock Holding History

Institutional & Family Asset Management’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
2022
Q4 		– Sell
-16
Closed -$1K – 728
2022
Q3 		$1K Hold
16
– – ﹤0.01% 609
2022
Q2 		$1K Hold
16
– – ﹤0.01% 630
2022
Q1 		$1K Hold
16
– – ﹤0.01% 676
2021
Q4 		$1K Hold
16
– – ﹤0.01% 700
2021
Q3 		$1K Hold
16
– – ﹤0.01% 817
2021
Q2 		$1K Hold
16
– – ﹤0.01% 872
2021
Q1 		$1K Hold
16
– – ﹤0.01% 843
2020
Q4 		$1K Hold
16
– – ﹤0.01% 822
2020
Q3 		$0 Hold
16
– – ﹤0.01% 832
2020
Q2 		$1K Hold
16
– – ﹤0.01% 753
2020
Q1 		$1K Hold
16
– – ﹤0.01% 708
2019
Q4 		$1K Hold
16
– – ﹤0.01% 793
2019
Q3 		$1K Hold
16
– – ﹤0.01% 767
2019
Q2 		$1K Hold
16
– – ﹤0.01% 786
2019
Q1 		$1K Hold
16
– – ﹤0.01% 774
2018
Q4 		$1K Hold
16
– – ﹤0.01% 747
2018
Q3 		$1K Hold
16
– – ﹤0.01% 789
2018
Q2 		$1K Hold
16
– – ﹤0.01% 778
2018
Q1 		$1K Buy
+16
New +$849 ﹤0.01% 766

Other funds holding BFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Institutional & Family Asset Management's BFS Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Saul Centers (BFS) in Q4 2022, closing a stake of 16 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in BFS in Q1 2018 and held it in 19 quarters. The position peaked at $1K in Q3 2022. 128 funds tracked by Wall St. Rank hold BFS as of Q4 2022.

  • Institutional & Family Asset Management reported no remaining Saul Centers position as of Q4 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 16 Saul Centers shares in Q4 2022, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in Saul Centers in Q1 2018 and held it in 19 quarters.
  • Institutional & Family Asset Management's Saul Centers position peaked at $1K in Q3 2022.
  • 128 funds tracked by Wall St. Rank held Saul Centers as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.