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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Anchor Investment Management's BHP Position: Q2 2024 in Review

Anchor Investment Management sold out of BHP (BHP) in Q2 2024, closing a stake of 1,000 shares — an estimated $57.7K sold.

Anchor Investment Management first reported a position in BHP in Q1 2016 and held it in 11 quarters. The position peaked at $68.3K in Q4 2023. 659 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

Anchor Investment Management reported no remaining BHP position as of Q2 2024 after selling out during the quarter.
Anchor Investment Management sold 1,000 BHP shares in Q2 2024, an estimated $57.7K.
Anchor Investment Management first reported a position in BHP in Q1 2016 and held it in 11 quarters.
Anchor Investment Management's BHP position peaked at $68.3K in Q4 2023.
659 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on Anchor Investment Management's 13F filing for Q2 2024, filed 20 Sep 2024.