Martin Investment Management’s BP BP Stock Holding History

Martin Investment Management’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 Q2	–	Sell	-23,960	Closed	-$903K	–	49
2024 Q1	$903K	Hold	23,960	–	–	0.22%	33
2023 Q4	$848K	Sell	23,960 -9,580	-29%	-$351K	0.25%	31
2023 Q3	$1.3M	Sell	33,540 -900	-3%	-$33.4K	0.39%	31
2023 Q2	$1.22M	Hold	34,440	–	–	0.34%	33
2023 Q1	$1.31M	Sell	34,440 -22,161	-39%	-$828K	0.38%	33
2022 Q4	$1.98M	Buy	+56,601	New	+$1.88M	0.62%	30

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Martin Investment Management's BP Position: Q2 2024 in Review

Martin Investment Management sold out of BP (BP) in Q2 2024, closing a stake of 23,960 shares — an estimated $903K sold.

Martin Investment Management first reported a position in BP in Q4 2022 and held it in 6 quarters. The position peaked at $1.98M in Q4 2022. 1,174 funds tracked by Wall St. Rank hold BP as of Q2 2024.

Martin Investment Management reported no remaining BP position as of Q2 2024 after selling out during the quarter.
Martin Investment Management sold 23,960 BP shares in Q2 2024, an estimated $903K.
Martin Investment Management first reported a position in BP in Q4 2022 and held it in 6 quarters.
Martin Investment Management's BP position peaked at $1.98M in Q4 2022.
1,174 funds tracked by Wall St. Rank held BP as of Q2 2024.

Based on Martin Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.