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

Omni Partners’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	$21.9M	Buy	+1,645,986	New	+$22M	1.08%	22

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Omni Partners's BPFH Position: Q1 2021 in Review

Omni Partners opened a new position in Boston Private Financial Holdings, Inc. (BPFH) in Q1 2021: 1,645,986 shares worth $21.9M. The stake represents 1.08% of the portfolio and ranks #22 among its holdings.

174 funds tracked by Wall St. Rank hold BPFH as of Q1 2021.

Omni Partners held 1,645,986 shares of Boston Private Financial Holdings, Inc. worth $21.9M as of Q1 2021.
Boston Private Financial Holdings, Inc. was a new Omni Partners position in Q1 2021.
Boston Private Financial Holdings, Inc. made up 1.08% of Omni Partners's portfolio in Q1 2021, its #22 holding.
174 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2021.

Based on Omni Partners's 13F filing for Q1 2021, filed 17 May 2021.