Meeder Asset Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Meeder Asset Management’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 Q3	–	Sell	-2,039	Closed	-$30K	–	2730
2021 Q2	$30K	Hold	2,039	–	–	﹤0.01%	1324
2021 Q1	$27K	Buy	2,039 +544	+36%	+$7.25K	﹤0.01%	1328
2020 Q4	$13K	Buy	1,495 +658	+79%	+$4.66K	﹤0.01%	921
2020 Q3	$5K	Buy	837 +668	+395%	+$3.98K	﹤0.01%	1615
2020 Q2	$1K	Sell	169 -5,805	-97%	-$40.6K	﹤0.01%	1986
2020 Q1	$43K	Buy	5,974 +843	+16%	+$8.68K	﹤0.01%	970
2019 Q4	$62K	Buy	5,131 +2,549	+99%	+$29.5K	﹤0.01%	961
2019 Q3	$30K	Buy	+2,582	New	+$29.1K	﹤0.01%	1190
2018 Q1	–	Sell	-4,366	Closed	-$67K	–	1810
2017 Q4	$67K	Buy	4,366 +2,222	+104%	+$35.4K	0.01%	630
2017 Q3	$35K	Hold	2,144	–	–	﹤0.01%	760
2017 Q2	$33K	Buy	+2,144	New	+$33.2K	﹤0.01%	738

Other funds holding BPFH

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Meeder Asset Management's BPFH Position: Q3 2021 in Review

Meeder Asset Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 2,039 shares — an estimated $30K sold.

Meeder Asset Management first reported a position in BPFH in Q2 2017 and held it in 11 quarters. The position peaked at $67K in Q4 2017. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

Meeder Asset Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
Meeder Asset Management sold 2,039 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $30K.
Meeder Asset Management first reported a position in Boston Private Financial Holdings, Inc. in Q2 2017 and held it in 11 quarters.
Meeder Asset Management's Boston Private Financial Holdings, Inc. position peaked at $67K in Q4 2017.
1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Meeder Asset Management's 13F filing for Q3 2021, filed 8 Nov 2021.