Gemmer Asset Management’s BP BP Stock Holding History

Gemmer Asset Management’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	-271	Closed	-$7K	–	238
2022 Q1	$7K	Sell	271 -125	-32%	-$3.81K	﹤0.01%	821
2021 Q4	$11K	Buy	396 +125	+46%	+$3.47K	﹤0.01%	690
2021 Q3	$7K	Hold	271	–	–	﹤0.01%	813
2021 Q2	$7K	Hold	271	–	–	﹤0.01%	934
2021 Q1	$7K	Hold	271	–	–	﹤0.01%	890
2020 Q4	$6K	Buy	271 +203	+299%	+$3.83K	﹤0.01%	879
2020 Q3	$1K	Sell	68 -107	-61%	-$2.32K	﹤0.01%	1278
2020 Q2	$4K	Buy	175 +99	+130%	+$2.38K	﹤0.01%	902
2020 Q1	$2K	Sell	76 -76	-50%	-$2.46K	﹤0.01%	1029
2019 Q4	$6K	Hold	152	–	–	﹤0.01%	855
2019 Q3	$6K	Sell	152 -3	-2%	-$114	﹤0.01%	853
2019 Q2	$6K	Hold	155	–	–	﹤0.01%	854
2019 Q1	$7K	Sell	155 -17	-10%	-$697	﹤0.01%	828
2018 Q4	$6K	Sell	172 -2	-1%	-$80	﹤0.01%	812
2018 Q3	$8K	Sell	174 -46	-21%	-$1.92K	﹤0.01%	789
2018 Q2	$9K	Buy	220 +57	+35%	+$2.4K	﹤0.01%	739
2018 Q1	$6K	Buy	+163	New	+$6.14K	﹤0.01%	887
2016 Q1	–	Sell	-59	Closed	-$2K	–	1237
2015 Q4	$2K	Sell	59 -535	-90%	-$15.2K	﹤0.01%	1087
2015 Q3	$15K	Buy	+594	New	+$17.4K	0.01%	386

Other funds holding BP

Arrowstreet Capital

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

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

Dimensional Fund Advisors

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

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

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