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Lee Financial’s BP BP Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-690
Closed -$24.4K – 243
2023
Q4 		$24.4K Hold
690
– – ﹤0.01% 293
2023
Q3 		$26.7K Buy
690
+57
+9% +$2.12K 0.01% 271
2023
Q2 		$22.3K Sell
633
-300
-32% -$11.1K ﹤0.01% 288
2023
Q1 		$35.4K Hold
933
– – 0.01% 256
2022
Q4 		$32.6K Hold
933
– – 0.01% 288
2022
Q3 		$27K Sell
933
-20
-2% -$595 0.01% 297
2022
Q2 		$27K Buy
953
+20
+2% +$613 0.01% 298
2022
Q1 		$27K Hold
933
– – ﹤0.01% 298
2021
Q4 		$25K Hold
933
– – ﹤0.01% 333
2021
Q3 		$25K Hold
933
– – 0.01% 302
2021
Q2 		$25K Hold
933
– – 0.01% 294
2021
Q1 		$23K Buy
933
+600
+180% +$14.4K 0.01% 288
2020
Q4 		$7K Sell
333
-1,185
-78% -$22.3K ﹤0.01% 402
2020
Q3 		$26K Buy
1,518
+641
+73% +$13.9K 0.01% 286
2020
Q2 		$20K Sell
877
-525
-37% -$12.6K 0.01% 275
2020
Q1 		$34K Sell
1,402
-18,585
-93% -$601K 0.01% 196
2019
Q4 		$754K Buy
19,987
+160
+0.8% +$6.08K 0.16% 73
2019
Q3 		$753K Sell
19,827
-6,456
-25% -$246K 0.17% 72
2019
Q2 		$1.08M Buy
26,283
+417
+2% +$17.5K 0.24% 58
2019
Q1 		$1.11M Sell
25,866
-138
-0.5% -$5.66K 0.26% 52
2018
Q4 		$956K Sell
26,004
-885
-3% -$35.3K 0.26% 55
2018
Q3 		$1.18M Sell
26,889
-269
-1% -$11.2K 0.29% 51
2018
Q2 		$1.17M Sell
27,158
-739
-3% -$31.1K 0.28% 54
2018
Q1 		$1.05M Buy
+27,897
New +$1.05M 0.27% 59
2017
Q2 		– Sell
-35,171
Closed -$1.06M – 501
2017
Q1 		$1.06M Sell
35,171
-1,009
-3% -$30.7K 0.42% 54
2016
Q4 		$1.16M Buy
+36,180
New +$1.09M 0.65% 41

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lee Financial's BP Position: Q1 2024 in Review

Lee Financial sold out of BP (BP) in Q1 2024, closing a stake of 690 shares — an estimated $24.4K sold.

Lee Financial first reported a position in BP in Q4 2016 and held it in 26 quarters. The position peaked at $1.18M in Q3 2018. 1,200 funds tracked by Wall St. Rank hold BP as of Q1 2024.

  • Lee Financial reported no remaining BP position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 690 BP shares in Q1 2024, an estimated $24.4K.
  • Lee Financial first reported a position in BP in Q4 2016 and held it in 26 quarters.
  • Lee Financial's BP position peaked at $1.18M in Q3 2018.
  • 1,200 funds tracked by Wall St. Rank held BP as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.