Zurich Insurance Group’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Zurich Insurance Group’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
2020 Q2	–	Sell	-113,057	Closed	-$808K	–	223
2020 Q1	$808K	Hold	113,057	–	–	0.02%	154
2019 Q4	$1.36M	Buy	+113,057	New	+$1.31M	0.02%	167
2019 Q3	–	Sell	-110,800	Closed	-$1.34M	–	513
2019 Q2	$1.34M	Hold	110,800	–	–	0.03%	340
2019 Q1	$1.21M	Buy	+110,800	New	+$1.27M	0.03%	311
2018 Q2	–	Sell	-64,000	Closed	-$963K	–	559
2018 Q1	$963K	Hold	64,000	–	–	0.02%	444
2017 Q4	$989K	Hold	64,000	–	–	0.02%	503
2017 Q3	$1.06M	Hold	64,000	–	–	0.03%	518
2017 Q2	$982K	Buy	+64,000	New	+$992K	0.03%	505

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zurich Insurance Group's BPFH Position: Q2 2020 in Review

Zurich Insurance Group sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2020, closing a stake of 113,057 shares — an estimated $808K sold.

Zurich Insurance Group first reported a position in BPFH in Q2 2017 and held it in 8 quarters. The position peaked at $1.36M in Q4 2019. 169 funds tracked by Wall St. Rank hold BPFH as of Q2 2020.

Zurich Insurance Group reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2020 after selling out during the quarter.
Zurich Insurance Group sold 113,057 Boston Private Financial Holdings, Inc. shares in Q2 2020, an estimated $808K.
Zurich Insurance Group first reported a position in Boston Private Financial Holdings, Inc. in Q2 2017 and held it in 8 quarters.
Zurich Insurance Group's Boston Private Financial Holdings, Inc. position peaked at $1.36M in Q4 2019.
169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2020.

Based on Zurich Insurance Group's 13F filing for Q2 2020, filed 14 Aug 2020.