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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gemmer Asset Management's BP Position: Q2 2022 in Review

Gemmer Asset Management sold out of BP (BP) in Q2 2022, closing a stake of 271 shares — an estimated $7K sold.

Gemmer Asset Management first reported a position in BP in Q3 2015 and held it in 19 quarters. The position peaked at $15K in Q3 2015. 1,007 funds tracked by Wall St. Rank hold BP as of Q2 2022.

Gemmer Asset Management reported no remaining BP position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 271 BP shares in Q2 2022, an estimated $7K.
Gemmer Asset Management first reported a position in BP in Q3 2015 and held it in 19 quarters.
Gemmer Asset Management's BP position peaked at $15K in Q3 2015.
1,007 funds tracked by Wall St. Rank held BP as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.