Brookfield Corp’s BHP BHP Stock Holding History

Brookfield Corp’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 Q3	–	Sell	-25,300	Closed	-$1.51M	–	163
2023 Q2	$1.51M	Buy	+25,300	New	+$1.51M	0.01%	432
2019 Q2	–	Sell	-160,976	Closed	-$7.85M	–	201
2019 Q1	$7.85M	Hold	160,976	–	–	0.03%	100
2018 Q4	$6.93M	Hold	160,976	–	–	0.03%	105
2018 Q3	$7.16M	Hold	160,976	–	–	0.03%	117
2018 Q2	$7.18M	Buy	+160,976	New	+$6.97M	0.02%	115
2018 Q1	–	Sell	-160,976	Closed	-$6.6M	–	13
2017 Q4	$6.6M	Buy	+160,976	New	+$6.06M	0.03%	101
2017 Q3	–	Sell	-211,645	Closed	-$6.72M	–	12
2017 Q2	$6.72M	Hold	211,645	–	–	0.03%	93
2017 Q1	$6.86M	Hold	211,645	–	–	0.04%	93
2016 Q4	$6.75M	Hold	211,645	–	–	0.04%	105
2016 Q3	$6.54M	Sell	211,645 -14,725	-7%	-$404K	0.04%	103
2016 Q2	$5.77M	Buy	226,370 +200,098	+762%	+$4.99M	0.03%	114
2016 Q1	$607K	Sell	26,272 -3,139	-11%	-$66.4K	﹤0.01%	154
2015 Q4	$675K	Buy	29,411 +478	+2%	+$12.8K	﹤0.01%	152
2015 Q3	$816K	Buy	+28,933	New	+$940K	﹤0.01%	147
2015 Q2	–	Hold	0	–	–	–	189
2015 Q1	–	Hold	0	–	–	–	225
2014 Q4	–	Hold	0	–	–	–	194

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.7T AUM 30.48% 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

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