Ballentine Partners, LLC

Q1 2022 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
3/31/2022
Value ($000)
$3,193,200
Num holdings
1,204
Date filed
5/5/2022
Form type
13F-HR
Prev filing
2/14/2022
Next filing
8/9/2022
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