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Harvest Fund Management’s BP BP Stock Holding History

Harvest Fund 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
2023
Q4 		– Sell
-229
Closed -$9K – 650
2023
Q3 		$9K Sell
229
-1,010
-82% -$37.5K ﹤0.01% 534
2023
Q2 		$44K Sell
1,239
-645
-34% -$23.9K 0.01% 436
2023
Q1 		$71K Sell
1,884
-317
-14% -$11.8K 0.02% 409
2022
Q4 		$77K Buy
2,201
+422
+24% +$14K 0.02% 396
2022
Q3 		$51K Buy
+1,779
New +$52.9K 0.01% 414

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harvest Fund Management's BP Position: Q4 2023 in Review

Harvest Fund Management sold out of BP (BP) in Q4 2023, closing a stake of 229 shares — an estimated $9K sold.

Harvest Fund Management first reported a position in BP in Q3 2022 and held it in 5 quarters. The position peaked at $77K in Q4 2022. 1,182 funds tracked by Wall St. Rank hold BP as of Q4 2023.

  • Harvest Fund Management reported no remaining BP position as of Q4 2023 after selling out during the quarter.
  • Harvest Fund Management sold 229 BP shares in Q4 2023, an estimated $9K.
  • Harvest Fund Management first reported a position in BP in Q3 2022 and held it in 5 quarters.
  • Harvest Fund Management's BP position peaked at $77K in Q4 2022.
  • 1,182 funds tracked by Wall St. Rank held BP as of Q4 2023.

Based on Harvest Fund Management's 13F filing for Q4 2023, filed 2 Feb 2024.