BWM
BHP icon

Baron Wealth Management’s BHP BHP Stock Holding History

Baron Wealth 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
Q4 		– Sell
-3,309
Closed -$206K – 201
2024
Q3 		$206K Buy
+3,309
New +$183K 0.1% 190
2024
Q1 		– Sell
-4,267
Closed -$291K – 185
2023
Q4 		$291K Buy
4,267
+452
+12% +$27.3K 0.16% 113
2023
Q3 		$217K Buy
3,815
+230
+6% +$13.4K 0.14% 126
2023
Q2 		$214K Buy
3,585
+89
+3% +$5.31K 0.14% 127
2023
Q1 		$222K Hold
3,496
– – 0.16% 117
2022
Q4 		$217K Buy
+3,496
New +$197K 0.17% 119

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
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 $761B 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 $5.7T 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 $564B AUM 30.12% 1-Year Est. Return