Daniel L. Goodwin’s BP BP Stock Holding History

Daniel L. Goodwin’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-18,500	Closed	-$505K	–	109
2021 Q3	$505K	Hold	18,500	–	–	0.23%	56
2021 Q2	$489K	Sell	18,500 -10,000	-35%	-$262K	0.23%	64
2021 Q1	$694K	Hold	28,500	–	–	0.36%	50
2020 Q4	$585K	Sell	28,500 -6,200	-18%	-$117K	0.34%	52
2020 Q3	$606K	Hold	34,700	–	–	0.42%	46
2020 Q2	$809K	Hold	34,700	–	–	0.51%	37
2020 Q1	$845K	Sell	34,700 -200	-0.6%	-$6.47K	0.68%	32
2019 Q4	$1.32M	Sell	34,900 -1,100	-3%	-$41.8K	0.57%	24
2019 Q3	$1.37M	Buy	36,000 +410	+1%	+$15.6K	0.62%	23
2019 Q2	$1.46M	Hold	35,590	–	–	0.67%	20
2019 Q1	$1.53M	Sell	35,590 -522	-1%	-$21.4K	0.7%	18
2018 Q4	$1.33M	Sell	36,112 -546	-1%	-$21.8K	0.7%	18
2018 Q3	$1.61M	Sell	36,658 -528	-1%	-$22.1K	0.76%	15
2018 Q2	$1.6M	Sell	37,186 -482	-1%	-$20.3K	0.74%	14
2018 Q1	$1.42M	Sell	37,668 -37,820	-50%	-$1.42M	0.69%	16
2017 Q4	$2.9M	Sell	75,488 -1,578	-2%	-$57.2K	1.27%	8
2017 Q3	$2.67M	Sell	77,066 -7,532	-9%	-$239K	1.19%	8
2017 Q2	$2.6M	Sell	84,598 -1,409	-2%	-$43.8K	1.17%	7
2017 Q1	$2.59M	Sell	86,007 -1,539	-2%	-$46.8K	1.08%	7
2016 Q4	$2.8M	Sell	87,546 -1,591	-2%	-$47.9K	1.13%	8
2016 Q3	$2.64M	Hold	89,137	–	–	0.93%	11
2016 Q2	$2.66M	Buy	+89,137	New	+$2.4M	0.86%	14

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Daniel L. Goodwin's BP Position: Q4 2021 in Review

Daniel L. Goodwin sold out of BP (BP) in Q4 2021, closing a stake of 18,500 shares — an estimated $505K sold.

Daniel L. Goodwin first reported a position in BP in Q2 2016 and held it in 22 quarters. The position peaked at $2.9M in Q4 2017. 1,000 funds tracked by Wall St. Rank hold BP as of Q4 2021.

Daniel L. Goodwin reported no remaining BP position as of Q4 2021 after selling out during the quarter.
Daniel L. Goodwin sold 18,500 BP shares in Q4 2021, an estimated $505K.
Daniel L. Goodwin first reported a position in BP in Q2 2016 and held it in 22 quarters.
Daniel L. Goodwin's BP position peaked at $2.9M in Q4 2017.
1,000 funds tracked by Wall St. Rank held BP as of Q4 2021.

Based on Daniel L. Goodwin's 13F filing for Q4 2021, filed 21 Jan 2022.