Lee Ainslie’s BP BP Stock Holding History

Lee Ainslie’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 Q3	–	Sell	-7,390	Closed	-$261K	–	333
2023 Q2	$261K	Sell	7,390 -1,303	-15%	-$48.2K	0.01%	372
2023 Q1	$330K	Buy	+8,693	New	+$325K	0.01%	390
2021 Q2	–	Sell	-30,729	Closed	-$748K	–	688
2021 Q1	$748K	Buy	+30,729	New	+$740K	0.01%	331

Other funds holding BP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Lee Ainslie's BP Position: Q3 2023 in Review

Lee Ainslie sold out of BP (BP) in Q3 2023, closing a stake of 7,390 shares — an estimated $261K sold.

Lee Ainslie first reported a position in BP in Q1 2021 and held it in 3 quarters. The position peaked at $748K in Q1 2021. 1,137 funds tracked by Wall St. Rank hold BP as of Q3 2023.

Lee Ainslie reported no remaining BP position as of Q3 2023 after selling out during the quarter.
Lee Ainslie sold 7,390 BP shares in Q3 2023, an estimated $261K.
Lee Ainslie first reported a position in BP in Q1 2021 and held it in 3 quarters.
Lee Ainslie's BP position peaked at $748K in Q1 2021.
1,137 funds tracked by Wall St. Rank held BP as of Q3 2023.

Based on Maverick Capital's 13F filing for Q3 2023, filed 14 Nov 2023.