North Point Portfolio Managers’s BP BP Stock Holding History

North Point Portfolio Managers’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
2026 Q1	$327K	Hold	6,957	–	–	0.06%	60
2025 Q4	$242K	Hold	6,957	–	–	0.04%	68
2025 Q3	$240K	Hold	6,957	–	–	0.04%	67
2025 Q2	$208K	Hold	6,957	–	–	0.04%	72
2025 Q1	$235K	Hold	6,957	–	–	0.04%	66
2024 Q4	$206K	Hold	6,957	–	–	0.04%	68
2024 Q3	$218K	Hold	6,957	–	–	0.04%	86
2024 Q2	$251K	Hold	6,957	–	–	0.04%	55
2024 Q1	$262K	Hold	6,957	–	–	0.04%	52
2023 Q4	$246K	Hold	6,957	–	–	0.04%	51
2023 Q3	$269K	Hold	6,957	–	–	0.06%	48
2023 Q2	$246K	Hold	6,957	–	–	0.05%	47
2023 Q1	$264K	Sell	6,957 -400	-5%	-$14.9K	0.04%	59
2022 Q4	$257K	Hold	7,357	–	–	0.04%	59
2022 Q3	$210K	Sell	7,357 -450	-6%	-$13.4K	0.04%	67
2022 Q2	$221K	Hold	7,807	–	–	0.04%	69
2022 Q1	$230K	Hold	7,807	–	–	0.03%	72
2021 Q4	$208K	Sell	7,807 -450	-5%	-$12.5K	0.03%	79
2021 Q3	$226K	Sell	8,257 -3,688	-31%	-$92.4K	0.03%	72
2021 Q2	$316K	Buy	+11,945	New	+$313K	0.04%	58

Other funds holding BP

Fisher Asset Management

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

Dimensional Fund Advisors

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital

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

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

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

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

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return