Brinker Capital’s BHP BHP Stock Holding History

Brinker Capital’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
2020 Q2	$1.96M	Sell	44,225 -3,729	-8%	-$146K	0.06%	305
2020 Q1	$1.57M	Sell	47,954 -5,918	-11%	-$247K	0.06%	293
2019 Q4	$2.63M	Buy	53,872 +1,626	+3%	+$73.9K	0.08%	241
2019 Q3	$2.3M	Buy	52,246 +3,122	+6%	+$146K	0.08%	254
2019 Q2	$2.55M	Sell	49,124 -13,744	-22%	-$664K	0.09%	205
2019 Q1	$3.07M	Sell	62,868 -39,915	-39%	-$1.82M	0.12%	173
2018 Q4	$4.43M	Buy	102,783 +2,161	+2%	+$90.5K	0.2%	116
2018 Q3	$4.47M	Buy	100,622 +4,783	+5%	+$207K	0.16%	137
2018 Q2	$4.28M	Buy	95,839 +2,821	+3%	+$122K	0.16%	129
2018 Q1	$3.69M	Buy	93,018 +5,593	+6%	+$235K	0.14%	152
2017 Q4	$3.59M	Buy	87,425 +3,703	+4%	+$139K	0.14%	153
2017 Q3	$3.03M	Buy	83,722 +3,988	+5%	+$146K	0.13%	174
2017 Q2	$2.53M	Buy	79,734 +2,633	+3%	+$83.5K	0.12%	193
2017 Q1	$2.5M	Sell	77,101 -5,563	-7%	-$192K	0.12%	174
2016 Q4	$2.64M	Buy	82,664 +67,437	+443%	+$2.18M	0.15%	153
2016 Q3	$471K	Buy	15,227 +3,978	+35%	+$109K	0.05%	204
2016 Q2	$287K	Buy	+11,249	New	+$280K	0.03%	231

Other funds holding BHP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital

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

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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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