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Marietta Investment Partners’s BP BP Stock Holding History

Marietta Investment Partners’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
2021
Q4 		– Sell
-8,900
Closed -$243K – 182
2021
Q3 		$243K Hold
8,900
– – 0.06% 170
2021
Q2 		$235K Hold
8,900
– – 0.05% 171
2021
Q1 		$217K Buy
+8,900
New +$214K 0.05% 166
2020
Q3 		– Sell
-8,900
Closed -$208K – 140
2020
Q2 		$208K Hold
8,900
– – 0.07% 133
2020
Q1 		$217K Sell
8,900
-220
-2% -$7.11K 0.09% 118
2019
Q4 		$344K Sell
9,120
-4,877
-35% -$185K 0.11% 123
2019
Q3 		$532K Sell
13,997
-236
-2% -$9K 0.18% 90
2019
Q2 		$584K Hold
14,233
– – 0.19% 86
2019
Q1 		$612K Buy
14,233
+4,823
+51% +$198K 0.19% 87
2018
Q4 		$346K Sell
9,410
-8,730
-48% -$349K 0.13% 101
2018
Q3 		$798K Sell
18,140
-262
-1% -$11K 0.24% 75
2018
Q2 		$791K Buy
18,402
+8,587
+87% +$361K 0.25% 78
2018
Q1 		$370K Sell
9,815
-4,846
-33% -$183K 0.11% 106
2017
Q4 		$564K Sell
14,661
-220
-1% -$7.97K 0.16% 93
2017
Q3 		$516K Sell
14,881
-256
-2% -$8.13K 0.15% 93
2017
Q2 		$465K Sell
15,137
-253
-2% -$7.87K 0.15% 98
2017
Q1 		$463K Sell
15,390
-5,353
-26% -$163K 0.15% 99
2016
Q4 		$664K Sell
20,743
-115
-0.6% -$3.46K 0.23% 80
2016
Q3 		$617K Buy
20,858
+891
+4% +$25.9K 0.2% 93
2016
Q2 		$597K Buy
19,967
+9,389
+89% +$253K 0.21% 86
2016
Q1 		$269K Hold
10,578
– – 0.11% 110
2015
Q4 		$278K Buy
+10,578
New +$301K 0.11% 109

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Fisher Asset Management
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marietta Investment Partners's BP Position: Q4 2021 in Review

Marietta Investment Partners sold out of BP (BP) in Q4 2021, closing a stake of 8,900 shares — an estimated $243K sold.

Marietta Investment Partners first reported a position in BP in Q4 2015 and held it in 22 quarters. The position peaked at $798K in Q3 2018. 1,000 funds tracked by Wall St. Rank hold BP as of Q4 2021.

  • Marietta Investment Partners reported no remaining BP position as of Q4 2021 after selling out during the quarter.
  • Marietta Investment Partners sold 8,900 BP shares in Q4 2021, an estimated $243K.
  • Marietta Investment Partners first reported a position in BP in Q4 2015 and held it in 22 quarters.
  • Marietta Investment Partners's BP position peaked at $798K in Q3 2018.
  • 1,000 funds tracked by Wall St. Rank held BP as of Q4 2021.

Based on Marietta Investment Partners's 13F filing for Q4 2021, filed 14 Feb 2022.