Legal & General Group’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 |
-215,183
| Closed | -$3.17M | – | 3543 |
|
|
2021
Q2 | $3.17M | Sell |
215,183
-54,955
| -20% | -$805K | ﹤0.01% | 1757 |
|
|
2021
Q1 | $3.6M | Buy |
270,138
+2,139
| +0.8% | +$28.5K | ﹤0.01% | 1734 |
|
|
2020
Q4 | $2.27M | Sell |
267,999
-436
| -0.2% | -$3.09K | ﹤0.01% | 1837 |
|
|
2020
Q3 | $1.48M | Buy |
268,435
+1,572
| +0.6% | +$9.36K | ﹤0.01% | 1895 |
|
|
2020
Q2 | $1.84M | Buy |
266,863
+14,248
| +6% | +$99.7K | ﹤0.01% | 1768 |
|
|
2020
Q1 | $1.81M | Buy |
252,615
+22,260
| +10% | +$229K | ﹤0.01% | 1629 |
|
|
2019
Q4 | $2.77M | Buy |
230,355
+10,010
| +5% | +$116K | ﹤0.01% | 1635 |
|
|
2019
Q3 | $2.57M | Buy |
220,345
+4,737
| +2% | +$53.3K | ﹤0.01% | 1602 |
|
|
2019
Q2 | $2.6M | Buy |
215,608
+1,068
| +0.5% | +$12K | ﹤0.01% | 1582 |
|
|
2019
Q1 | $2.35M | Buy |
214,540
+16,126
| +8% | +$184K | ﹤0.01% | 1619 |
|
|
2018
Q4 | $2.1M | Buy |
198,414
+329
| +0.2% | +$4.14K | ﹤0.01% | 1560 |
|
|
2018
Q3 | $2.7M | Buy |
198,085
+14,179
| +8% | +$207K | ﹤0.01% | 1556 |
|
|
2018
Q2 | $2.93M | Buy |
183,906
+9,155
| +5% | +$151K | ﹤0.01% | 1457 |
|
|
2018
Q1 | $2.63M | Buy |
174,751
+10,839
| +7% | +$164K | ﹤0.01% | 1480 |
|
|
2017
Q4 | $2.53M | Buy |
163,912
+1,501
| +0.9% | +$23.9K | ﹤0.01% | 1493 |
|
|
2017
Q3 | $2.69M | Sell |
162,411
-53
| -0% | -$801 | ﹤0.01% | 1413 |
|
|
2017
Q2 | $2.5M | Buy |
162,464
+13,912
| +9% | +$216K | ﹤0.01% | 1401 |
|
|
2017
Q1 | $2.44M | Buy |
148,552
+1,644
| +1% | +$27.4K | ﹤0.01% | 1349 |
|
|
2016
Q4 | $2.43M | Buy |
146,908
+67,346
| +85% | +$975K | ﹤0.01% | 1264 |
|
|
2016
Q3 | $1.02M | Buy |
79,562
+56,020
| +238% | +$694K | ﹤0.01% | 1389 |
|
|
2016
Q2 | $274K | Hold |
23,542
| – | – | ﹤0.01% | 1646 |
|
|
2016
Q1 | $270K | Buy |
23,542
+6,360
| +37% | +$67.2K | ﹤0.01% | 1621 |
|
|
2015
Q4 | $196K | Hold |
17,182
| – | – | ﹤0.01% | 1752 |
|
|
2015
Q3 | $201K | Buy |
17,182
+3,314
| +24% | +$40.9K | ﹤0.01% | 1707 |
|
|
2015
Q2 | $184K | Hold |
13,868
| – | – | ﹤0.01% | 1788 |
|
|
2015
Q1 | $169K | Buy |
13,868
+2,014
| +17% | +$24.8K | ﹤0.01% | 1757 |
|
|
2014
Q4 | $162K | Hold |
11,854
| – | – | ﹤0.01% | 1696 |
|
|
2014
Q3 | $147K | Buy |
+11,854
| New | +$149K | ﹤0.01% | 1663 |
|
Other funds holding BPFH
Legal & General Group's BPFH Position: Q3 2021 in Review
Legal & General Group sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 215,183 shares — an estimated $3.17M sold.
Legal & General Group first reported a position in BPFH in Q3 2014 and held it in 28 quarters. The position peaked at $3.6M in Q1 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.
- Legal & General Group reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
- Legal & General Group sold 215,183 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $3.17M.
- Legal & General Group first reported a position in Boston Private Financial Holdings, Inc. in Q3 2014 and held it in 28 quarters.
- Legal & General Group's Boston Private Financial Holdings, Inc. position peaked at $3.6M in Q1 2021.
- 1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.
Based on Legal & General Group's 13F filing for Q3 2021, filed 15 Nov 2021.