Enlightenment Research’s BP BP Stock Holding History

Enlightenment Research’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
2022 Q2	–	Sell	-20,400	Closed	-$600K	–	112
2022 Q1	$600K	Buy	+20,400	New	+$622K	0.8%	33
2019 Q4	–	Sell	-9,000	Closed	-$342K	–	66
2019 Q3	$342K	Buy	+9,000	New	+$343K	0.76%	48
2019 Q1	–	Sell	-10,111	Closed	-$372K	–	175
2018 Q4	$372K	Buy	+10,111	New	+$404K	0.46%	39

Other funds holding BP

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Enlightenment Research's BP Position: Q2 2022 in Review

Enlightenment Research sold out of BP (BP) in Q2 2022, closing a stake of 20,400 shares — an estimated $600K sold.

Enlightenment Research first reported a position in BP in Q4 2018 and held it in 3 quarters. The position peaked at $600K in Q1 2022. 1,009 funds tracked by Wall St. Rank hold BP as of Q2 2022.

Enlightenment Research reported no remaining BP position as of Q2 2022 after selling out during the quarter.
Enlightenment Research sold 20,400 BP shares in Q2 2022, an estimated $600K.
Enlightenment Research first reported a position in BP in Q4 2018 and held it in 3 quarters.
Enlightenment Research's BP position peaked at $600K in Q1 2022.
1,009 funds tracked by Wall St. Rank held BP as of Q2 2022.

Based on Enlightenment Research's 13F filing for Q2 2022, filed 12 Aug 2022.