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Anchor Investment Management’s BHP BHP Stock Holding History

Anchor Investment Management’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
Q2 		– Sell
-1,000
Closed -$57.7K – 1011
2024
Q1 		$57.7K Hold
1,000
– – 0.01% 508
2023
Q4 		$68.3K Hold
1,000
– – 0.01% 489
2023
Q3 		$56.9K Hold
1,000
– – 0.01% 493
2023
Q2 		$59.7K Buy
1,000
+350
+54% +$20.9K 0.01% 483
2023
Q1 		$41.2K Buy
+650
New +$41.9K 0.01% 556
2020
Q3 		– Sell
-43
Closed -$1.89K – 906
2020
Q2 		$1.89K Hold
43
– – ﹤0.01% 797
2020
Q1 		$1.39K Buy
+43
New +$1.79K ﹤0.01% 790
2017
Q1 		– Sell
-126
Closed -$4.01K – 701
2016
Q4 		$4.01K Hold
126
– – ﹤0.01% 613
2016
Q3 		$3.88K Hold
126
– – ﹤0.01% 598
2016
Q2 		$3.2K Hold
126
– – ﹤0.01% 604
2016
Q1 		$2.9K Buy
+126
New +$2.67K ﹤0.01% 599

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $761B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return