Bluefin Capital Management’s BHP BHP Stock Holding History

Bluefin Capital 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
2022 Q3	–	Sell	-4,950	Closed	-$288K	–	577
2022 Q2	$288K	Sell	4,950 -1,888	-28%	-$117K	0.04%	243
2022 Q1	$471K	Buy	+6,838	New	+$415K	0.05%	205
2021 Q2	–	Sell	-3,924	Closed	-$243K	–	709
2021 Q1	$243K	Buy	+3,924	New	+$253K	0.01%	440
2020 Q2	–	Sell	-73,714	Closed	-$2.41M	–	405
2020 Q1	$2.41M	Buy	+73,714	New	+$3.08M	0.41%	66
2019 Q4	–	Sell	-59,477	Closed	-$2.62M	–	621
2019 Q3	$2.62M	Buy	+59,477	New	+$2.78M	0.43%	50
2019 Q2	–	Sell	-23,200	Closed	-$1.13M	–	346
2019 Q1	$1.13M	Sell	23,200 -19,992	-46%	-$911K	0.19%	94
2018 Q4	$1.86M	Buy	+43,192	New	+$1.81M	0.22%	77
2018 Q1	–	Sell	-5,515	Closed	-$226K	–	428
2017 Q4	$226K	Sell	5,515 -538	-9%	-$20.3K	0.02%	335
2017 Q3	$219K	Buy	+6,053	New	+$221K	0.03%	314
2015 Q3	–	Sell	-26,450	Closed	-$961K	–	493
2015 Q2	$961K	Sell	26,450 -16,263	-38%	-$657K	0.07%	220
2015 Q1	$1.68M	Buy	+42,713	New	+$1.73M	0.18%	136
2013 Q4	–	Sell	-18,804	Closed	-$1.1M	–	329
2013 Q3	$1.1M	Buy	+18,804	New	+$1.02M	0.12%	170

Other funds holding BHP

Fisher Asset Management

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return