Berman Capital Advisors’s BHP BHP Stock Holding History

Berman Capital Advisors’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
2021 Q3	$45K	Sell	949 -55	-5%	-$3.36K	0.01%	716
2021 Q2	$65K	Buy	1,004 +55	+6%	+$3.64K	0.01%	491
2021 Q1	$58K	Buy	949 +57	+6%	+$3.67K	0.01%	427
2020 Q4	$52K	Sell	892 -124	-12%	-$6.21K	0.01%	403
2020 Q3	$46K	Buy	1,016 +125	+14%	+$6.01K	0.01%	362
2020 Q2	$39K	Buy	891 +622	+231%	+$24.3K	0.01%	377
2020 Q1	$8K	Sell	269 -242	-47%	-$10.1K	﹤0.01%	717
2019 Q4	$24K	Sell	511 -80	-14%	-$3.63K	0.01%	476
2019 Q3	$26K	Buy	591 +5	+0.9%	+$234	0.01%	429
2019 Q2	$30K	Buy	586 +169	+41%	+$8.16K	0.01%	405
2019 Q1	$20K	Sell	417 -387	-48%	-$17.6K	0.01%	448
2018 Q4	$33K	Buy	+804	New	+$33.7K	0.01%	295

Other funds holding BHP

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Berman Capital Advisors's BHP Position: Q3 2021 in Review

Berman Capital Advisors reduced its BHP (BHP) stake by 5.5% in Q3 2021, selling an estimated $3.36K and leaving 949 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #716.

Berman Capital Advisors first reported a position in BHP in Q4 2018 and has held it in 12 quarters since. The position peaked at $65K in Q2 2021. 488 funds tracked by Wall St. Rank hold BHP as of Q3 2021.

Berman Capital Advisors held 949 shares of BHP worth $45K as of Q3 2021.
Berman Capital Advisors sold 55 BHP shares in Q3 2021, an estimated $3.36K.
BHP made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #716 holding.
Berman Capital Advisors first reported a position in BHP in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's BHP position peaked at $65K in Q2 2021.
488 funds tracked by Wall St. Rank held BHP as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.