Bank Julius Baer & Co
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Bank Julius Baer & Co’s BHP BHP Stock Holding History

Bank Julius Baer & Co’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
2026
Q1 		$29.8M Buy
409,811
+103,582
+34% +$7.32M 0.09% 128
2025
Q4 		$18.5M Buy
306,229
+122,010
+66% +$6.93M 0.05% 154
2025
Q3 		$10.3M Buy
184,219
+1,246
+0.7% +$66.3K 0.03% 193
2025
Q2 		$8.8M Sell
182,973
-2,435
-1% -$117K 0.03% 196
2025
Q1 		$9M Buy
185,408
+22,102
+14% +$1.1M 0.03% 203
2024
Q4 		$8.79M Buy
+163,306
New +$8.88M 0.03% 213
2022
Q1 		– Sell
-7,432
Closed -$400K – 610
2021
Q4 		$400K Hold
7,432
– – ﹤0.01% 450
2021
Q3 		$355K Sell
7,432
-2
-0% -$122 ﹤0.01% 476
2021
Q2 		$483K Sell
7,434
-196
-3% -$13K ﹤0.01% 454
2021
Q1 		$472K Buy
7,630
+5,366
+237% +$345K ﹤0.01% 457
2020
Q4 		$132K Sell
2,264
-6
-0.3% -$301 ﹤0.01% 606
2020
Q3 		$105K Hold
2,270
– – ﹤0.01% 561
2020
Q2 		$101K Buy
2,270
+8
+0.4% +$313 ﹤0.01% 520
2020
Q1 		$74K Buy
+2,262
New +$94.4K ﹤0.01% 517

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return