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Bellecapital’s BHP BHP Stock Holding History

Bellecapital’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
Q2 		– Sell
-8,100
Closed -$514K – 164
2023
Q1 		$514K Hold
8,100
– – 0.13% 110
2022
Q4 		$503K Hold
8,100
– – 0.14% 101
2022
Q3 		$405K Hold
8,100
– – 0.12% 116
2022
Q2 		$455K Sell
8,100
-778
-9% -$48.3K 0.13% 119
2022
Q1 		$546K Buy
8,878
+227
+3% +$13.8K 0.17% 103
2021
Q4 		$466K Hold
8,651
– – 0.13% 123
2021
Q3 		$413K Buy
8,651
+385
+5% +$23.5K 0.13% 136
2021
Q2 		$537K Hold
8,266
– – 0.16% 109
2021
Q1 		$512K Buy
8,266
+1,998
+32% +$129K 0.16% 107
2020
Q4 		$365K Hold
6,268
– – 0.12% 137
2020
Q3 		$289K Sell
6,268
-3,258
-34% -$157K 0.13% 127
2020
Q2 		$423K Sell
9,526
-6,437
-40% -$252K 0.2% 82
2020
Q1 		$522K Buy
15,963
+2,028
+15% +$84.6K 0.33% 65
2019
Q4 		$680K Buy
13,935
+1,737
+14% +$78.9K 0.35% 66
2019
Q3 		$537K Buy
12,198
+147
+1% +$6.87K 0.32% 67
2019
Q2 		$625K Sell
12,051
-2,392
-17% -$116K 0.39% 58
2019
Q1 		$704K Buy
14,443
+166
+1% +$7.57K 0.45% 49
2018
Q4 		$615K Hold
14,277
– – 0.44% 45
2018
Q3 		$635K Buy
14,277
+43
+0.3% +$1.86K 0.42% 45
2018
Q2 		$635K Hold
14,234
– – 0.46% 39
2018
Q1 		$564K Buy
14,234
+41
+0.3% +$1.73K 0.53% 40
2017
Q4 		$374K Hold
14,193
– – 0.3% 51
2017
Q3 		$326K Buy
14,193
+34
+0.2% +$1.24K 0.38% 50
2017
Q2 		$294K Hold
14,159
– – 0.26% 56
2017
Q1 		$304K Buy
14,159
+1,604
+13% +$55.4K 0.28% 53
2016
Q4 		$281K Buy
12,555
+2,242
+22% +$72.5K 0.25% 60
2016
Q3 		$319K Hold
10,313
– – 0.36% 48
2016
Q2 		$263K Buy
+10,313
New +$257K 0.29% 49

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bellecapital's BHP Position: Q2 2023 in Review

Bellecapital sold out of BHP (BHP) in Q2 2023, closing a stake of 8,100 shares — an estimated $514K sold.

Bellecapital first reported a position in BHP in Q2 2016 and held it in 28 quarters. The position peaked at $704K in Q1 2019. 662 funds tracked by Wall St. Rank hold BHP as of Q2 2023.

  • Bellecapital reported no remaining BHP position as of Q2 2023 after selling out during the quarter.
  • Bellecapital sold 8,100 BHP shares in Q2 2023, an estimated $514K.
  • Bellecapital first reported a position in BHP in Q2 2016 and held it in 28 quarters.
  • Bellecapital's BHP position peaked at $704K in Q1 2019.
  • 662 funds tracked by Wall St. Rank held BHP as of Q2 2023.

Based on Bellecapital's 13F filing for Q2 2023, filed 7 Jul 2023.