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Custom Portfolio Group’s Black Hills Corp BKH Stock Holding History

Custom Portfolio Group’s Portfolio BKH Stock Details BKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-25
Closed -$1.35K – 239
2023
Q4 		$1.35K Buy
+25
New +$1.28K ﹤0.01% 219

Other funds holding BKH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Custom Portfolio Group's BKH Position: Q1 2024 in Review

Custom Portfolio Group sold out of Black Hills Corp (BKH) in Q1 2024, closing a stake of 25 shares — an estimated $1.35K sold.

Custom Portfolio Group first reported a position in BKH in Q4 2023 and held it in 1 quarter. The position peaked at $1.35K in Q4 2023. 394 funds tracked by Wall St. Rank hold BKH as of Q1 2024.

  • Custom Portfolio Group reported no remaining Black Hills Corp position as of Q1 2024 after selling out during the quarter.
  • Custom Portfolio Group sold 25 Black Hills Corp shares in Q1 2024, an estimated $1.35K.
  • Custom Portfolio Group first reported a position in Black Hills Corp in Q4 2023 and held it in 1 quarter.
  • Custom Portfolio Group's Black Hills Corp position peaked at $1.35K in Q4 2023.
  • 394 funds tracked by Wall St. Rank held Black Hills Corp as of Q1 2024.

Based on Custom Portfolio Group's 13F filing for Q1 2024, filed 27 Aug 2024.