BFO
BHP icon

Biltmore Family Office’s BHP BHP Stock Holding History

Biltmore Family Office’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
-5,902
Closed -$375K – 271
2024
Q3 		$375K Sell
5,902
-272
-4% -$15K 0.06% 152
2024
Q2 		$352K Sell
6,174
-231
-4% -$13.4K 0.06% 142
2024
Q1 		$370K Sell
6,405
-92
-1% -$5.51K 0.07% 135
2023
Q4 		$444K Sell
6,497
-66
-1% -$3.98K 0.09% 118
2023
Q3 		$373K Buy
6,563
+100
+2% +$5.85K 0.08% 133
2023
Q2 		$386K Sell
6,463
-400
-6% -$23.9K 0.08% 133
2023
Q1 		$435K Sell
6,863
-264
-4% -$17K 0.09% 142
2022
Q4 		$442K Sell
7,127
-985
-12% -$55.4K 0.09% 138
2022
Q3 		$406K Buy
8,112
+99
+1% +$5.24K 0.09% 115
2022
Q2 		$450K Sell
8,013
-1,306
-14% -$81.1K 0.11% 113
2022
Q1 		$642K Sell
9,319
-18
-0.2% -$1.09K 0.14% 92
2021
Q4 		$503K Buy
+9,337
New +$467K 0.1% 124

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Biltmore Family Office's BHP Position: Q4 2024 in Review

Biltmore Family Office sold out of BHP (BHP) in Q4 2024, closing a stake of 5,902 shares — an estimated $375K sold.

Biltmore Family Office first reported a position in BHP in Q4 2021 and held it in 12 quarters. The position peaked at $642K in Q1 2022. 646 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • Biltmore Family Office reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
  • Biltmore Family Office sold 5,902 BHP shares in Q4 2024, an estimated $375K.
  • Biltmore Family Office first reported a position in BHP in Q4 2021 and held it in 12 quarters.
  • Biltmore Family Office's BHP position peaked at $642K in Q1 2022.
  • 646 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Biltmore Family Office's 13F filing for Q4 2024, filed 12 Feb 2025.