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Disciplined Investments’s BP BP Stock Holding History

Disciplined Investments’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
2024
Q1 		– Sell
-10,575
Closed -$374K – 119
2023
Q4 		$374K Hold
10,575
– – 0.22% 82
2023
Q3 		$409K Buy
10,575
+77
+0.7% +$2.86K 0.25% 80
2023
Q2 		$370K Sell
10,498
-1,115
-10% -$41.3K 0.2% 90
2023
Q1 		$441K Buy
11,613
+41
+0.4% +$1.53K 0.19% 91
2022
Q4 		$404K Buy
11,572
+75
+0.7% +$2.5K 0.2% 85
2022
Q3 		$328K Sell
11,497
-125
-1% -$3.72K 0.15% 105
2022
Q2 		$329K Buy
11,622
+7,884
+211% +$242K 0.15% 103
2022
Q1 		$110K Buy
3,738
+3,438
+1,146% +$105K 0.05% 160
2021
Q4 		$8K Buy
300
+3
+1% +$83 ﹤0.01% 359
2021
Q3 		$8K Buy
297
+256
+624% +$6.41K ﹤0.01% 315
2021
Q2 		$1K Hold
41
– – ﹤0.01% 399
2021
Q1 		$1K Buy
+41
New +$987 ﹤0.01% 355
2020
Q3 		– Sell
-41
Closed -$1K – 407
2020
Q2 		$1K Hold
41
– – ﹤0.01% 370
2020
Q1 		$1K Hold
41
– – ﹤0.01% 382
2019
Q4 		$2K Buy
+41
New +$1.56K ﹤0.01% 377

Other funds holding BP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Disciplined Investments's BP Position: Q1 2024 in Review

Disciplined Investments sold out of BP (BP) in Q1 2024, closing a stake of 10,575 shares — an estimated $374K sold.

Disciplined Investments first reported a position in BP in Q4 2019 and held it in 15 quarters. The position peaked at $441K in Q1 2023. 1,200 funds tracked by Wall St. Rank hold BP as of Q1 2024.

  • Disciplined Investments reported no remaining BP position as of Q1 2024 after selling out during the quarter.
  • Disciplined Investments sold 10,575 BP shares in Q1 2024, an estimated $374K.
  • Disciplined Investments first reported a position in BP in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's BP position peaked at $441K in Q1 2023.
  • 1,200 funds tracked by Wall St. Rank held BP as of Q1 2024.

Based on Disciplined Investments's 13F filing for Q1 2024, filed 15 Apr 2024.