JTC Employer Solutions Trustee’s BP BP Stock Holding History

JTC Employer Solutions Trustee’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
2026 Q1	–	Sell	-146	Closed	-$5K	–	308
2025 Q4	$5K	Hold	146	–	–	﹤0.01%	292
2025 Q3	$5K	Hold	146	–	–	﹤0.01%	292
2025 Q2	$4K	Sell	146 -1,828	-93%	-$53.6K	﹤0.01%	289
2025 Q1	$67K	Hold	1,974	–	–	0.01%	226
2024 Q4	$57K	Hold	1,974	–	–	﹤0.01%	238
2024 Q3	$62K	Hold	1,974	–	–	﹤0.01%	237
2024 Q2	$71K	Hold	1,974	–	–	﹤0.01%	228
2024 Q1	$73K	Hold	1,974	–	–	﹤0.01%	229
2023 Q4	$70K	Hold	1,974	–	–	0.01%	226
2023 Q3	$77K	Hold	1,974	–	–	0.01%	217
2023 Q2	$70K	Hold	1,974	–	–	0.01%	235
2023 Q1	$75K	Hold	1,974	–	–	0.01%	229
2022 Q4	$69K	Hold	1,974	–	–	0.01%	235
2022 Q3	$56K	Hold	1,974	–	–	0.01%	205
2022 Q2	$56K	Hold	1,974	–	–	0.01%	188
2022 Q1	$58K	Hold	1,974	–	–	0.01%	193
2021 Q4	$53K	Sell	1,974 -372	-16%	-$10.3K	0.01%	211
2021 Q3	$64K	Buy	2,346 +146	+7%	+$3.66K	0.01%	200
2021 Q2	$58K	Buy	+2,200	New	+$57.7K	0.01%	203

Other funds holding BP

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return