Ulysses Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-100,000
| Closed | -$1.2M | – | 51 |
|
|
2019
Q4 | $1.2M | Sell |
100,000
-100,000
| -50% | -$1.2M | 0.12% | 31 |
|
|
2019
Q3 | $2.33M | Buy |
200,000
+25,000
| +14% | +$291K | 0.22% | 25 |
|
|
2019
Q2 | $2.11M | Buy |
+175,000
| New | +$2.11M | 0.19% | 28 |
|
|
2013
Q4 | – | Sell |
-70,000
| Closed | -$777K | – | 48 |
|
|
2013
Q3 | $777K | Sell |
70,000
-70,000
| -50% | -$777K | 0.1% | 27 |
|
|
2013
Q2 | $1.49M | Buy |
+140,000
| New | +$1.49M | 0.24% | 23 |
|