Advisor Partners II’s BHP BHP Stock Holding History

Advisor Partners II’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
2023 Q3	$2.17M	Buy	38,085 +6,017	+19%	+$352K	0.09%	251
2023 Q2	$1.91M	Sell	32,068 -3,932	-11%	-$234K	0.09%	224
2023 Q1	$2.28M	Buy	36,000 +2,239	+7%	+$144K	0.13%	160
2022 Q4	$2.09M	Buy	33,761 +7,448	+28%	+$419K	0.13%	169
2022 Q3	$1.32M	Buy	+26,313	New	+$1.39M	0.1%	215

Other funds holding BHP

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Partners II's BHP Position: Q3 2023 in Review

Advisor Partners II increased its BHP (BHP) stake by 19% in Q3 2023, buying an estimated $352K and bringing the position to 38,085 shares worth $2.17M. The position accounts for 0.09% of the portfolio, ranked #251.

Advisor Partners II first reported a position in BHP in Q3 2022 and has held it in 5 quarters since. The position peaked at $2.28M in Q1 2023. 659 funds tracked by Wall St. Rank hold BHP as of Q3 2023.

Advisor Partners II held 38,085 shares of BHP worth $2.17M as of Q3 2023.
Advisor Partners II bought 6,017 BHP shares in Q3 2023, an estimated $352K.
BHP made up 0.09% of Advisor Partners II's portfolio in Q3 2023, its #251 holding.
Advisor Partners II first reported a position in BHP in Q3 2022 and has held it in 5 quarters since.
Advisor Partners II's BHP position peaked at $2.28M in Q1 2023.
659 funds tracked by Wall St. Rank held BHP as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.