HCA
BP icon

Horan Capital Advisors’s BP BP Stock Holding History

Horan Capital Advisors’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
2020
Q4 		– Sell
-575
Closed -$10K – 111
2020
Q3 		$10K Buy
+575
New +$12.4K 0.01% 245
2020
Q1 		– Sell
-775
Closed -$29K – 99
2019
Q4 		$29K Sell
775
-200
-21% -$7.59K 0.02% 173
2019
Q3 		$37K Buy
+975
New +$37.2K 0.02% 165
2019
Q2 		– Sell
-813
Closed -$35K – 96
2019
Q1 		$35K Buy
+813
New +$33.3K 0.02% 158
2017
Q4 		– Sell
-444
Closed -$15K – 96
2017
Q3 		$15K Buy
+444
New +$14.1K 0.01% 235

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Horan Capital Advisors's BP Position: Q4 2020 in Review

Horan Capital Advisors sold out of BP (BP) in Q4 2020, closing a stake of 575 shares — an estimated $10K sold.

Horan Capital Advisors first reported a position in BP in Q3 2017 and held it in 5 quarters. The position peaked at $37K in Q3 2019. 865 funds tracked by Wall St. Rank hold BP as of Q4 2020.

  • Horan Capital Advisors reported no remaining BP position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 575 BP shares in Q4 2020, an estimated $10K.
  • Horan Capital Advisors first reported a position in BP in Q3 2017 and held it in 5 quarters.
  • Horan Capital Advisors's BP position peaked at $37K in Q3 2019.
  • 865 funds tracked by Wall St. Rank held BP as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.