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Adero Partners’s BHP BHP Stock Holding History

Adero Partners’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,908
Closed -$243K – 264
2024
Q3 		$243K Buy
+3,908
New +$216K 0.02% 195

Other funds holding BHP

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HL
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Adero Partners's BHP Position: Q4 2024 in Review

Adero Partners sold out of BHP (BHP) in Q4 2024, closing a stake of 3,908 shares — an estimated $243K sold.

Adero Partners first reported a position in BHP in Q3 2024 and held it in 1 quarter. The position peaked at $243K in Q3 2024. 646 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • Adero Partners reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
  • Adero Partners sold 3,908 BHP shares in Q4 2024, an estimated $243K.
  • Adero Partners first reported a position in BHP in Q3 2024 and held it in 1 quarter.
  • Adero Partners's BHP position peaked at $243K in Q3 2024.
  • 646 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Adero Partners's 13F filing for Q4 2024, filed 27 Jan 2025.