Prelude Capital Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Prelude Capital 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	-317,963	Closed	-$4.69M	–	2213
2021 Q2	$4.69M	Buy	317,963 +273,357	+613%	+$4M	0.14%	98
2021 Q1	$594K	Buy	+44,606	New	+$595K	0.02%	810
2020 Q4	–	Sell	-3,414	Closed	-$19K	–	2233
2020 Q3	$19K	Hold	3,414	–	–	﹤0.01%	1342
2020 Q2	$23K	Hold	3,414	–	–	﹤0.01%	1356
2020 Q1	$24K	Buy	3,414 +2,528	+285%	+$26K	﹤0.01%	947
2019 Q4	$11K	Buy	+886	New	+$10.3K	﹤0.01%	1697
2019 Q2	–	Sell	-694	Closed	-$8K	–	2306
2019 Q1	$8K	Buy	+694	New	+$7.93K	﹤0.01%	1569
2018 Q4	–	Sell	-1,029	Closed	-$14K	–	2304
2018 Q3	$14K	Buy	+1,029	New	+$15K	﹤0.01%	1395
2016 Q3	–	Sell	-300	Closed	-$4K	–	1910
2016 Q2	$4K	Buy	+300	New	+$3.61K	﹤0.01%	1485

Other funds holding BPFH

CFB

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

Prelude Capital Management's BPFH Position: Q3 2021 in Review

Prelude Capital Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 317,963 shares — an estimated $4.69M sold.

Prelude Capital Management first reported a position in BPFH in Q2 2016 and held it in 9 quarters. The position peaked at $4.69M in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

Prelude Capital Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
Prelude Capital Management sold 317,963 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $4.69M.
Prelude Capital Management first reported a position in Boston Private Financial Holdings, Inc. in Q2 2016 and held it in 9 quarters.
Prelude Capital Management's Boston Private Financial Holdings, Inc. position peaked at $4.69M in Q2 2021.
1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Prelude Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.