Man Group’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Man Group’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
2021 Q1	–	Sell	-21,181	Closed	-$179K	–	2073
2020 Q4	$179K	Sell	21,181 -33,732	-61%	-$239K	﹤0.01%	1749
2020 Q3	$303K	Buy	54,913 +7,780	+17%	+$46.3K	﹤0.01%	1630
2020 Q2	$324K	Buy	+47,133	New	+$330K	﹤0.01%	1532
2019 Q4	–	Sell	-14,508	Closed	-$169K	–	1957
2019 Q3	$169K	Sell	14,508 -71,692	-83%	-$807K	﹤0.01%	1720
2019 Q2	$1.04M	Buy	+86,200	New	+$968K	﹤0.01%	1517
2019 Q1	–	Sell	-57,200	Closed	-$605K	–	2122
2018 Q4	$605K	Buy	+57,200	New	+$719K	﹤0.01%	1590
2018 Q3	–	Sell	-12,413	Closed	-$197K	–	2279
2018 Q2	$197K	Sell	12,413 -7,979	-39%	-$131K	﹤0.01%	2018
2018 Q1	$307K	Buy	+20,392	New	+$309K	﹤0.01%	1824

Other funds holding BPFH

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

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

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

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

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Omni Partners London, United Kingdom $2.03B AUM 126.33% 1-Year Est. Return

Man Group's BPFH Position: Q1 2021 in Review

Man Group sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2021, closing a stake of 21,181 shares — an estimated $179K sold.

Man Group first reported a position in BPFH in Q1 2018 and held it in 8 quarters. The position peaked at $1.04M in Q2 2019. 174 funds tracked by Wall St. Rank hold BPFH as of Q1 2021.

Man Group reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2021 after selling out during the quarter.
Man Group sold 21,181 Boston Private Financial Holdings, Inc. shares in Q1 2021, an estimated $179K.
Man Group first reported a position in Boston Private Financial Holdings, Inc. in Q1 2018 and held it in 8 quarters.
Man Group's Boston Private Financial Holdings, Inc. position peaked at $1.04M in Q2 2019.
174 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2021.

Based on Man Group's 13F filing for Q1 2021, filed 17 May 2021.