Carmel Capital Partners’s BHP BHP Stock Holding History

Carmel Capital Partners’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 Q4	–	Sell	-15	Closed	-$842	–	203
2023 Q3	$842	Hold	15	–	–	﹤0.01%	682
2023 Q2	$883	Hold	15	–	–	﹤0.01%	392
2023 Q1	$938	Buy	+15	New	+$967	﹤0.01%	439

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carmel Capital Partners's BHP Position: Q4 2023 in Review

Carmel Capital Partners sold out of BHP (BHP) in Q4 2023, closing a stake of 15 shares — an estimated $842 sold.

Carmel Capital Partners first reported a position in BHP in Q1 2023 and held it in 3 quarters. The position peaked at $938 in Q1 2023. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

Carmel Capital Partners reported no remaining BHP position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 15 BHP shares in Q4 2023, an estimated $842.
Carmel Capital Partners first reported a position in BHP in Q1 2023 and held it in 3 quarters.
Carmel Capital Partners's BHP position peaked at $938 in Q1 2023.
701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.