Sterling Manor Financial’s BP BP Stock Holding History

Sterling Manor Financial’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 Q2	–	Sell	-9,000	Closed	-$341K	–	31
2023 Q1	$341K	Sell	9,000 -116	-1%	-$4.33K	0.33%	33
2022 Q4	$318K	Hold	9,116	–	–	0.35%	32
2022 Q3	$260K	Hold	9,116	–	–	0.32%	37
2022 Q2	$258K	Hold	9,116	–	–	0.32%	45
2022 Q1	$268K	Hold	9,116	–	–	0.21%	61
2021 Q4	$243K	Hold	9,116	–	–	0.19%	66
2021 Q3	$249K	Hold	9,116	–	–	0.21%	63
2021 Q2	$241K	Hold	9,116	–	–	0.19%	71
2021 Q1	$222K	Buy	+9,116	New	+$220K	0.2%	72

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

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

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

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

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

Sterling Manor Financial's BP Position: Q2 2023 in Review

Sterling Manor Financial sold out of BP (BP) in Q2 2023, closing a stake of 9,000 shares — an estimated $341K sold.

Sterling Manor Financial first reported a position in BP in Q1 2021 and held it in 9 quarters. The position peaked at $341K in Q1 2023. 1,120 funds tracked by Wall St. Rank hold BP as of Q2 2023.

Sterling Manor Financial reported no remaining BP position as of Q2 2023 after selling out during the quarter.
Sterling Manor Financial sold 9,000 BP shares in Q2 2023, an estimated $341K.
Sterling Manor Financial first reported a position in BP in Q1 2021 and held it in 9 quarters.
Sterling Manor Financial's BP position peaked at $341K in Q1 2023.
1,120 funds tracked by Wall St. Rank held BP as of Q2 2023.

Based on Sterling Manor Financial's 13F filing for Q2 2023, filed 21 Jul 2023.