Ballentine Partners, LLC

Q3 2021 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
9/30/2021
Value ($000)
$2,950,664
Num holdings
1,010
Date filed
10/27/2021
Form type
13F-HR
Prev filing
8/12/2021
Next filing
2/14/2022
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 PARAMETRIC PORTFOLIO ASSOCIATES LLC 028-04558
4 Aperio Group, LLC 028-11964
8 Saratoga Research & Investment Management 028-13757
9 Boston Trust Walden Corp 028-14964