Shepherd Kaplan Krochuk’s BP BP Stock Holding History

Shepherd Kaplan Krochuk’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
2020 Q4	–	Sell	-12,000	Closed	-$210K	–	188
2020 Q3	$210K	Buy	12,000 +1,200	+11%	+$26K	0.09%	152
2020 Q2	$252K	Buy	+10,800	New	+$259K	0.11%	138

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Shepherd Kaplan Krochuk's BP Position: Q4 2020 in Review

Shepherd Kaplan Krochuk sold out of BP (BP) in Q4 2020, closing a stake of 12,000 shares — an estimated $210K sold.

Shepherd Kaplan Krochuk first reported a position in BP in Q2 2020 and held it in 2 quarters. The position peaked at $252K in Q2 2020. 865 funds tracked by Wall St. Rank hold BP as of Q4 2020.

Shepherd Kaplan Krochuk reported no remaining BP position as of Q4 2020 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 12,000 BP shares in Q4 2020, an estimated $210K.
Shepherd Kaplan Krochuk first reported a position in BP in Q2 2020 and held it in 2 quarters.
Shepherd Kaplan Krochuk's BP position peaked at $252K in Q2 2020.
865 funds tracked by Wall St. Rank held BP as of Q4 2020.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2020, filed 12 Feb 2021.