Sentinel Trust’s BP BP Stock Holding History

Sentinel Trust’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
2023 Q1	–	Sell	-7,140	Closed	-$249K	–	129
2022 Q4	$249K	Hold	7,140	–	–	0.04%	96
2022 Q3	$204K	Hold	7,140	–	–	0.03%	105
2022 Q2	$202K	Hold	7,140	–	–	0.03%	116
2022 Q1	$210K	Buy	+7,140	New	+$218K	0.03%	130
2021 Q4	–	Sell	-7,545	Closed	-$206K	–	158
2021 Q3	$206K	Sell	7,545 -6,012	-44%	-$151K	0.03%	71
2021 Q2	$358K	Buy	+13,557	New	+$356K	0.05%	65

Other funds holding BP

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Sentinel Trust's BP Position: Q1 2023 in Review

Sentinel Trust sold out of BP (BP) in Q1 2023, closing a stake of 7,140 shares — an estimated $249K sold.

Sentinel Trust first reported a position in BP in Q2 2021 and held it in 6 quarters. The position peaked at $358K in Q2 2021. 1,138 funds tracked by Wall St. Rank hold BP as of Q1 2023.

Sentinel Trust reported no remaining BP position as of Q1 2023 after selling out during the quarter.
Sentinel Trust sold 7,140 BP shares in Q1 2023, an estimated $249K.
Sentinel Trust first reported a position in BP in Q2 2021 and held it in 6 quarters.
Sentinel Trust's BP position peaked at $358K in Q2 2021.
1,138 funds tracked by Wall St. Rank held BP as of Q1 2023.

Based on Sentinel Trust's 13F filing for Q1 2023, filed 5 May 2023.