William Blair Investment Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-48,699
| Closed | -$718K | – | 518 |
|
|
2021
Q2 | $718K | Sell |
48,699
-350,826
| -88% | -$5.14M | ﹤0.01% | 349 |
|
|
2021
Q1 | $5.32M | Sell |
399,525
-943,187
| -70% | -$12.6M | 0.02% | 335 |
|
|
2020
Q4 | $11.3M | Sell |
1,342,712
-26,481
| -2% | -$188K | 0.04% | 280 |
|
|
2020
Q3 | $7.56M | Buy |
1,369,193
+117,070
| +9% | +$697K | 0.03% | 297 |
|
|
2020
Q2 | $8.62M | Buy |
1,252,123
+267,391
| +27% | +$1.87M | 0.04% | 264 |
|
|
2020
Q1 | $7.04M | Buy |
984,732
+82,237
| +9% | +$847K | 0.03% | 261 |
|
|
2019
Q4 | $10.9M | Sell |
902,495
-371,089
| -29% | -$4.3M | 0.04% | 278 |
|
|
2019
Q3 | $14.8M | Buy |
1,273,584
+253,663
| +25% | +$2.86M | 0.06% | 255 |
|
|
2019
Q2 | $12.3M | Sell |
1,019,921
-112,376
| -10% | -$1.26M | 0.05% | 294 |
|
|
2019
Q1 | $12.4M | Sell |
1,132,297
-46,778
| -4% | -$535K | 0.05% | 298 |
|
|
2018
Q4 | $12.5M | Buy |
1,179,075
+16,894
| +1% | +$212K | 0.06% | 271 |
|
|
2018
Q3 | $15.9M | Sell |
1,162,181
-88,083
| -7% | -$1.29M | 0.05% | 292 |
|
|
2018
Q2 | $19.9M | Sell |
1,250,264
-37,673
| -3% | -$619K | 0.07% | 250 |
|
|
2018
Q1 | $19.4M | Sell |
1,287,937
-43,784
| -3% | -$664K | 0.07% | 237 |
|
|
2017
Q4 | $20.6M | Sell |
1,331,721
-18,630
| -1% | -$297K | 0.08% | 240 |
|
|
2017
Q3 | $22.3M | Sell |
1,350,351
-36,283
| -3% | -$548K | 0.08% | 229 |
|
|
2017
Q2 | $21.3M | Sell |
1,386,634
-8,620
| -0.6% | -$134K | 0.08% | 231 |
|
|
2017
Q1 | $22.9M | Buy |
1,395,254
+319,910
| +30% | +$5.32M | 0.09% | 208 |
|
|
2016
Q4 | $17.8M | Sell |
1,075,344
-5,942
| -0.5% | -$86K | 0.07% | 256 |
|
|
2016
Q3 | $13.9M | Buy |
1,081,286
+250,667
| +30% | +$3.11M | 0.05% | 278 |
|
|
2016
Q2 | $9.79M | Buy |
830,619
+9,202
| +1% | +$111K | 0.04% | 297 |
|
|
2016
Q1 | $9.4M | Buy |
821,417
+28,033
| +4% | +$296K | 0.04% | 292 |
|
|
2015
Q4 | $9M | Sell |
793,384
-31,786
| -4% | -$370K | 0.04% | 295 |
|
|
2015
Q3 | $9.65M | Buy |
+825,170
| New | +$10.2M | 0.02% | 697 |
|
Other funds holding BPFH
William Blair Investment Management's BPFH Position: Q3 2021 in Review
William Blair Investment Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 48,699 shares — an estimated $718K sold.
William Blair Investment Management first reported a position in BPFH in Q3 2015 and held it in 24 quarters. The position peaked at $22.9M in Q1 2017. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.
- William Blair Investment Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
- William Blair Investment Management sold 48,699 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $718K.
- William Blair Investment Management first reported a position in Boston Private Financial Holdings, Inc. in Q3 2015 and held it in 24 quarters.
- William Blair Investment Management's Boston Private Financial Holdings, Inc. position peaked at $22.9M in Q1 2017.
- 1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.
Based on William Blair Investment Management's 13F filing for Q3 2021, filed 10 Nov 2021.