Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$6.54M Buy
169,016
+4,087
+2% +$152K 0.1% 189
2023
Q2
$5.82M Buy
164,929
+10,238
+7% +$379K 0.08% 209
2023
Q1
$5.87M Buy
154,691
+31,499
+26% +$1.18M 0.09% 213
2022
Q4
$4.3M Buy
123,192
+44,151
+56% +$1.47M 0.06% 249
2022
Q3
$2.26M Buy
79,041
+10,600
+15% +$315K 0.04% 318
2022
Q2
$1.94M Buy
68,441
+18,673
+38% +$572K 0.03% 334
2022
Q1
$1.46M Buy
49,768
+23,176
+87% +$707K 0.02% 409
2021
Q4
$708K Sell
26,592
-22,340
-46% -$620K 0.01% 516
2021
Q3
$1.34M Buy
48,932
+4,247
+10% +$106K 0.03% 373
2021
Q2
$1.18M Sell
44,685
-2,492
-5% -$65.3K 0.02% 367
2021
Q1
$1.15M Buy
47,177
+5,987
+15% +$144K 0.02% 378
2020
Q4
$845K Buy
41,190
+1,797
+5% +$33.9K 0.02% 402
2020
Q3
$688K Buy
39,393
+1,304
+3% +$28.2K 0.02% 419
2020
Q2
$888K Sell
38,089
-249
-0.6% -$5.98K 0.03% 362
2020
Q1
$935K Buy
38,338
+242
+0.6% +$7.83K 0.03% 343
2019
Q4
$1.44M Buy
38,096
+9,946
+35% +$378K 0.04% 342
2019
Q3
$1.07M Sell
28,150
-4,649
-14% -$177K 0.03% 361
2019
Q2
$1.34M Buy
32,799
+5,144
+19% +$216K 0.04% 332
2019
Q1
$1.19M Buy
27,655
+174
+0.6% +$7.13K 0.05% 267
2018
Q4
$1.01M Buy
27,481
+83
+0.3% +$3.31K 0.05% 257
2018
Q3
$1.21M Buy
27,398
+650
+2% +$27.2K 0.06% 252
2018
Q2
$1.15M Sell
26,748
-255
-0.9% -$10.7K 0.06% 254
2018
Q1
$1.02M Buy
+27,003
New +$1.02M 0.06% 257
2017
Q4
Sell
-24,253
Closed -$841K 484
2017
Q3
$841K Buy
24,253
+222
+0.9% +$7.05K 0.06% 236
2017
Q2
$738K Buy
+24,031
New +$748K 0.05% 244
2016
Q1
Sell
-361
Closed -$9K 291
2015
Q4
$9K Sell
361
-778
-68% -$22.1K ﹤0.01% 613
2015
Q3
$29K Sell
1,139
-267
-19% -$7.83K ﹤0.01% 510
2015
Q2
$47K Sell
1,406
-20
-1% -$700 0.01% 480
2015
Q1
$46K Sell
1,426
-237
-14% -$7.76K 0.01% 437
2014
Q4
$53K Sell
1,663
-13,992
-89% -$470K 0.01% 442
2014
Q3
$563K Buy
15,655
+10,278
+191% +$407K 0.06% 221
2014
Q2
$232K Buy
5,377
+3,333
+163% +$137K 0.03% 201
2014
Q1
$80K Buy
2,044
+353
+21% +$13.9K 0.01% 285
2013
Q4
$67K Buy
+1,691
New +$63K 0.01% 298

Other funds holding BP

Colony Group's BP Position: Q3 2023 in Review

Colony Group increased its BP (BP) stake by 2.5% in Q3 2023, buying an estimated $152K and bringing the position to 169,016 shares worth $6.54M. The position accounts for 0.1% of the portfolio, ranked #189.

Colony Group first reported a position in BP in Q4 2013 and has held it in 34 quarters since. 1,136 funds tracked by Wall St. Rank hold BP as of Q3 2023.

  • Colony Group held 169,016 shares of BP worth $6.54M as of Q3 2023.
  • Colony Group bought 4,087 BP shares in Q3 2023, an estimated $152K.
  • BP made up 0.1% of Colony Group's portfolio in Q3 2023, its #189 holding.
  • Colony Group first reported a position in BP in Q4 2013 and has held it in 34 quarters since.
  • 1,136 funds tracked by Wall St. Rank held BP as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.