Union Investments & Development’s BP BP Stock Holding History

Union Investments & Development’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
2024 Q3	$94.2K	Hold	3,000	–	–	0.54%	25
2024 Q2	$108K	Sell	3,000 -3,000	-50%	-$112K	0.66%	23
2024 Q1	$226K	Hold	6,000	–	–	1.03%	17
2023 Q4	$212K	Hold	6,000	–	–	0.2%	20
2023 Q3	$232K	Hold	6,000	–	–	0.13%	19
2023 Q2	$212K	Hold	6,000	–	–	0.1%	22
2023 Q1	$228K	Hold	6,000	–	–	0.13%	17
2022 Q4	$217K	Hold	6,000	–	–	0.13%	19
2022 Q3	$171K	Hold	6,000	–	–	0.08%	22
2022 Q2	$170K	Hold	6,000	–	–	0.08%	15
2022 Q1	$176K	Hold	6,000	–	–	0.06%	23
2021 Q4	$160K	Buy	+6,000	New	+$166K	0.05%	20

Other funds holding BP

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Union Investments & Development's BP Position: Q3 2024 in Review

Union Investments & Development held its BP (BP) position steady in Q3 2024 at 3,000 shares worth $94.2K. The position accounts for 0.54% of the portfolio, ranked #25.

Union Investments & Development first reported a position in BP in Q4 2021 and has held it in 12 quarters since. The position peaked at $232K in Q3 2023. 1,092 funds tracked by Wall St. Rank hold BP as of Q3 2024.

Union Investments & Development held 3,000 shares of BP worth $94.2K as of Q3 2024.
Union Investments & Development left its BP share count unchanged in Q3 2024.
BP made up 0.54% of Union Investments & Development's portfolio in Q3 2024, its #25 holding.
Union Investments & Development first reported a position in BP in Q4 2021 and has held it in 12 quarters since.
Union Investments & Development's BP position peaked at $232K in Q3 2023.
1,092 funds tracked by Wall St. Rank held BP as of Q3 2024.

Based on Union Investments & Development's 13F filing for Q3 2024, filed 12 Nov 2024.