SAG
BFS

SageView Advisory Group’s Saul Centers BFS Stock Holding History

SageView Advisory Group’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,724
Closed -$2.33M – 567
2024
Q1 		$2.33M Buy
+7,724
New +$293K 0.12% 102

Other funds holding BFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's BFS Position: Q2 2024 in Review

SageView Advisory Group sold out of Saul Centers (BFS) in Q2 2024, closing a stake of 7,724 shares — an estimated $2.33M sold.

SageView Advisory Group first reported a position in BFS in Q1 2024 and held it in 1 quarter. The position peaked at $2.33M in Q1 2024. 158 funds tracked by Wall St. Rank hold BFS as of Q2 2024.

  • SageView Advisory Group reported no remaining Saul Centers position as of Q2 2024 after selling out during the quarter.
  • SageView Advisory Group sold 7,724 Saul Centers shares in Q2 2024, an estimated $2.33M.
  • SageView Advisory Group first reported a position in Saul Centers in Q1 2024 and held it in 1 quarter.
  • SageView Advisory Group's Saul Centers position peaked at $2.33M in Q1 2024.
  • 158 funds tracked by Wall St. Rank held Saul Centers as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.