Bartlett & Co’s BHP BHP Stock Holding History

Bartlett & 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
2023 Q4	$137K	Hold	2,000	–	–	﹤0.01%	529
2023 Q3	$114K	Sell	2,000 -150	-7%	-$8.77K	﹤0.01%	521
2023 Q2	$128K	Buy	2,150 +2,000	+1,333%	+$119K	﹤0.01%	511
2023 Q1	$10K	Sell	150 -160	-52%	-$10.3K	﹤0.01%	815
2022 Q4	$19K	Hold	310	–	–	﹤0.01%	724
2022 Q3	$16K	Hold	310	–	–	﹤0.01%	737
2022 Q2	$17K	Sell	310 -38	-11%	-$2.36K	﹤0.01%	757
2022 Q1	$24K	Buy	+348	New	+$21.1K	﹤0.01%	701
2021 Q4	–	Sell	-348	Closed	-$17K	–	454
2021 Q3	$17K	Sell	348 -22	-6%	-$1.34K	﹤0.01%	650
2021 Q2	$24K	Hold	370	–	–	﹤0.01%	605
2021 Q1	$23K	Hold	370	–	–	﹤0.01%	645
2020 Q4	$22K	Buy	370 +22	+6%	+$1.1K	﹤0.01%	649
2020 Q3	$16K	Hold	348	–	–	﹤0.01%	632
2020 Q2	$15K	Hold	348	–	–	﹤0.01%	636
2020 Q1	$11K	Buy	+348	New	+$14.5K	﹤0.01%	644
2019 Q3	$15K	Hold	348	–	–	﹤0.01%	692
2019 Q2	$18K	Hold	348	–	–	﹤0.01%	537
2019 Q1	$17K	Hold	348	–	–	﹤0.01%	529
2018 Q4	$15K	Hold	348	–	–	﹤0.01%	539
2018 Q3	$15K	Hold	348	–	–	﹤0.01%	568
2018 Q2	$16K	Hold	348	–	–	﹤0.01%	552
2018 Q1	$14K	Hold	348	–	–	﹤0.01%	570
2017 Q4	$14K	Hold	348	–	–	﹤0.01%	558
2017 Q3	$13K	Sell	348 -85	-20%	-$3.11K	﹤0.01%	560
2017 Q2	$14K	Buy	433 +85	+24%	+$2.7K	﹤0.01%	560
2017 Q1	$11K	Sell	348 -1,052	-75%	-$36.3K	﹤0.01%	589
2016 Q4	$45K	Hold	1,400	–	–	﹤0.01%	444
2016 Q3	$43K	Sell	1,400 -364	-21%	-$9.99K	﹤0.01%	443
2016 Q2	$45K	Hold	1,764	–	–	﹤0.01%	440
2016 Q1	$41K	Sell	1,764 -113	-6%	-$2.39K	﹤0.01%	440
2015 Q4	$43K	Hold	1,877	–	–	﹤0.01%	435
2015 Q3	$53K	Hold	1,877	–	–	﹤0.01%	408
2015 Q2	$68K	Sell	1,877 -103	-5%	-$4.16K	﹤0.01%	381
2015 Q1	$78K	Hold	1,980	–	–	﹤0.01%	357
2014 Q4	$79K	Hold	1,980	–	–	﹤0.01%	348
2014 Q3	$99K	Sell	1,980 -44	-2%	-$2.56K	﹤0.01%	312
2014 Q2	$117K	Hold	2,024	–	–	0.01%	299
2014 Q1	$116K	Hold	2,024	–	–	0.01%	294
2013 Q4	$117K	Hold	2,024	–	–	0.01%	287
2013 Q3	$114K	Hold	2,024	–	–	0.01%	288
2013 Q2	$99K	Buy	+2,024	New	+$112K	0.01%	296

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bartlett & Co's BHP Position: Q4 2023 in Review

Bartlett & Co held its BHP (BHP) position steady in Q4 2023 at 2,000 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Bartlett & Co first reported a position in BHP in Q2 2013 and has held it in 41 quarters since. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

Bartlett & Co held 2,000 shares of BHP worth $137K as of Q4 2023.
Bartlett & Co left its BHP share count unchanged in Q4 2023.
BHP made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #529 holding.
Bartlett & Co first reported a position in BHP in Q2 2013 and has held it in 41 quarters since.
701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.