Truepoint Inc’s Black Hills Corp BKH Stock Holding History

Truepoint Inc’s Portfolio BKH Stock Details BKH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,959	Closed	-$268K	–	133
2023 Q4	$268K	Buy	+4,959	New	+$254K	0.01%	191

Other funds holding BKH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Truepoint Inc's BKH Position: Q1 2024 in Review

Truepoint Inc sold out of Black Hills Corp (BKH) in Q1 2024, closing a stake of 4,959 shares — an estimated $268K sold.

Truepoint Inc first reported a position in BKH in Q4 2023 and held it in 1 quarter. The position peaked at $268K in Q4 2023. 395 funds tracked by Wall St. Rank hold BKH as of Q1 2024.

Truepoint Inc reported no remaining Black Hills Corp position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 4,959 Black Hills Corp shares in Q1 2024, an estimated $268K.
Truepoint Inc first reported a position in Black Hills Corp in Q4 2023 and held it in 1 quarter.
Truepoint Inc's Black Hills Corp position peaked at $268K in Q4 2023.
395 funds tracked by Wall St. Rank held Black Hills Corp as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.