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Capital Market Strategies’s BHP BHP Stock Holding History

Capital Market Strategies’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
-3,850
Closed -$239K – 158
2024
Q3 		$239K Hold
3,850
– – 0.14% 133
2024
Q2 		$220K Hold
3,850
– – 0.14% 136
2024
Q1 		$222K Hold
3,850
– – 0.17% 129
2023
Q4 		$263K Hold
3,850
– – 0.23% 112
2023
Q3 		$211K Hold
3,850
– – 0.21% 126
2023
Q2 		$230K Buy
+3,850
New +$230K 0.21% 120
2023
Q1 		– Sell
-3,850
Closed -$239K – 51
2022
Q4 		$239K Sell
3,850
-500
-11% -$28.1K 0.26% 106
2022
Q3 		$218K Buy
+4,350
New +$230K 0.25% 111

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

Capital Market Strategies's BHP Position: Q4 2024 in Review

Capital Market Strategies sold out of BHP (BHP) in Q4 2024, closing a stake of 3,850 shares — an estimated $239K sold.

Capital Market Strategies first reported a position in BHP in Q3 2022 and held it in 8 quarters. The position peaked at $263K in Q4 2023. 646 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • Capital Market Strategies reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
  • Capital Market Strategies sold 3,850 BHP shares in Q4 2024, an estimated $239K.
  • Capital Market Strategies first reported a position in BHP in Q3 2022 and held it in 8 quarters.
  • Capital Market Strategies's BHP position peaked at $263K in Q4 2023.
  • 646 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Capital Market Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.