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Jamison Private Wealth Management’s Black Hills Corp BKH Stock Holding History

Jamison Private Wealth Management’s Portfolio BKH Stock Details BKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,882
Closed -$115K – 233
2024
Q3 		$115K Buy
1,882
+12
+0.6% +$700 0.02% 220
2024
Q2 		$102K Buy
1,870
+367
+24% +$20K 0.02% 217
2024
Q1 		$82K Buy
1,503
+16
+1% +$838 0.01% 227
2023
Q4 		$80.2K Sell
1,487
-314
-17% -$16.1K 0.02% 212
2023
Q3 		$91.1K Buy
+1,801
New +$102K 0.02% 205

Other funds holding BKH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Jamison Private Wealth Management's BKH Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Black Hills Corp (BKH) in Q4 2024, closing a stake of 1,882 shares — an estimated $115K sold.

Jamison Private Wealth Management first reported a position in BKH in Q3 2023 and held it in 5 quarters. The position peaked at $115K in Q3 2024. 398 funds tracked by Wall St. Rank hold BKH as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Black Hills Corp position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 1,882 Black Hills Corp shares in Q4 2024, an estimated $115K.
  • Jamison Private Wealth Management first reported a position in Black Hills Corp in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Black Hills Corp position peaked at $115K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held Black Hills Corp as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.