Loveless Wealth Management’s Black Hills Corp BKH Stock Holding History

Loveless 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
2022 Q2	$913K	Hold	12,540	–	–	0.6%	56
2022 Q1	$966K	Sell	12,540 -300	-2%	-$20.9K	0.55%	61
2021 Q4	$906K	Buy	12,840 +600	+5%	+$39.8K	0.5%	65
2021 Q3	$768K	Buy	12,240 +535	+5%	+$36.5K	0.47%	70
2021 Q2	$768K	Buy	11,705 +1,435	+14%	+$97.6K	0.47%	68
2021 Q1	$686K	Hold	10,270	–	–	0.45%	69
2020 Q4	$631K	Buy	10,270 +620	+6%	+$37.1K	0.47%	68
2020 Q3	$516K	Buy	9,650 +1,355	+16%	+$77.3K	0.44%	69
2020 Q2	$470K	Buy	8,295 +2,325	+39%	+$141K	0.44%	71
2020 Q1	$382K	Buy	5,970 +280	+5%	+$21.2K	0.45%	68
2019 Q4	$434K	Buy	+5,690	New	+$438K	0.37%	74

Other funds holding BKH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Loveless Wealth Management's BKH Position: Q2 2022 in Review

Loveless Wealth Management held its Black Hills Corp (BKH) position steady in Q2 2022 at 12,540 shares worth $913K. The position accounts for 0.6% of the portfolio, ranked #56.

Loveless Wealth Management first reported a position in BKH in Q4 2019 and has held it in 11 quarters since. The position peaked at $966K in Q1 2022. 346 funds tracked by Wall St. Rank hold BKH as of Q2 2022.

Loveless Wealth Management held 12,540 shares of Black Hills Corp worth $913K as of Q2 2022.
Loveless Wealth Management left its Black Hills Corp share count unchanged in Q2 2022.
Black Hills Corp made up 0.6% of Loveless Wealth Management's portfolio in Q2 2022, its #56 holding.
Loveless Wealth Management first reported a position in Black Hills Corp in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Black Hills Corp position peaked at $966K in Q1 2022.
346 funds tracked by Wall St. Rank held Black Hills Corp as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.