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Caption Management’s BHP BHP Stock Holding History

Caption 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
2025
Q2 		– Hold
0
– – – 1484
2025
Q1 		– Hold
0
– – – 1568
2024
Q4 		– Hold
0
– – – 1507
2024
Q3 		– Hold
0
– – – 1321
2024
Q2 		– Hold
0
– – – 1204
2024
Q1 		– Hold
0
– – – 1256
2023
Q4 		– Hold
0
– – – 1384
2023
Q3 		– Hold
0
– – – 1311
2023
Q2 		– Sell
-13,500
Closed -$856K – 1155
2023
Q1 		$856K Buy
+13,500
New +$870K 0.18% 671
2022
Q4 		– Hold
0
– – – 1339
2022
Q3 		– Sell
-8,092
Closed -$428K – 1529
2022
Q2 		$455K Buy
+8,092
New +$502K 0.04% 1093
2022
Q1 		– Sell
-106,495
Closed -$6.47M – 1507
2021
Q4 		$5.73M Buy
106,495
+11,210
+12% +$561K 0.36% 408
2021
Q3 		$4.55M Hold
95,285
– – 0.3% 488
2021
Q2 		$6.19M Buy
95,285
+14,573
+18% +$964K 0.56% 325
2021
Q1 		$5M Buy
+80,712
New +$5.2M 0.64% 247
2020
Q2 		– Hold
0
– – – 970
2020
Q1 		– Hold
0
– – – 890
2019
Q4 		– Hold
0
– – – 845

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return