Verger Capital Management’s BP BP Stock Holding History

Verger Capital Management’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	-44,350	Closed	-$1.68M	–	15
2023 Q1	$1.68M	Hold	44,350	–	–	0.91%	17
2022 Q4	$1.55M	Hold	44,350	–	–	0.87%	19
2022 Q3	$1.27M	Hold	44,350	–	–	0.84%	13
2022 Q2	$1.26M	Buy	+44,350	New	+$1.36M	0.94%	17

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

Verger Capital Management's BP Position: Q2 2023 in Review

Verger Capital Management sold out of BP (BP) in Q2 2023, closing a stake of 44,350 shares — an estimated $1.68M sold.

Verger Capital Management first reported a position in BP in Q2 2022 and held it in 4 quarters. The position peaked at $1.68M in Q1 2023. 1,120 funds tracked by Wall St. Rank hold BP as of Q2 2023.

Verger Capital Management reported no remaining BP position as of Q2 2023 after selling out during the quarter.
Verger Capital Management sold 44,350 BP shares in Q2 2023, an estimated $1.68M.
Verger Capital Management first reported a position in BP in Q2 2022 and held it in 4 quarters.
Verger Capital Management's BP position peaked at $1.68M in Q1 2023.
1,120 funds tracked by Wall St. Rank held BP as of Q2 2023.

Based on Verger Capital Management's 13F filing for Q2 2023, filed 28 Jul 2023.