Omni Partners US’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Omni Partners US’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	-2,992,815	Closed	-$44.1M	–	299
2021 Q2	$44.1M	Buy	+2,992,815	New	+$43.8M	1.95%	15

Other funds holding BPFH

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Omni Partners US's BPFH Position: Q3 2021 in Review

Omni Partners US sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 2,992,815 shares — an estimated $44.1M sold.

Omni Partners US first reported a position in BPFH in Q2 2021 and held it in 1 quarter. The position peaked at $44.1M in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

Omni Partners US reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
Omni Partners US sold 2,992,815 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $44.1M.
Omni Partners US first reported a position in Boston Private Financial Holdings, Inc. in Q2 2021 and held it in 1 quarter.
Omni Partners US's Boston Private Financial Holdings, Inc. position peaked at $44.1M in Q2 2021.
1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Omni Partners US's 13F filing for Q3 2021, filed 15 Nov 2021.