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Carmichael Hill & Associates’s BHP BHP Stock Holding History

Carmichael Hill & Associates’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
Q3 		$112K Hold
1,798
– – 0.04% 250
2024
Q2 		$103K Sell
1,798
-270
-13% -$15.7K 0.04% 241
2024
Q1 		$119K Hold
2,068
– – 0.05% 232
2023
Q4 		$141K Hold
2,068
– – 0.06% 219
2023
Q3 		$118K Hold
2,068
– – 0.05% 226
2023
Q2 		$123K Hold
2,068
– – 0.06% 225
2023
Q1 		$131K Hold
2,068
– – 0.06% 205
2022
Q4 		$128K Hold
2,068
– – 0.07% 208
2022
Q3 		$103K Buy
2,068
+118
+6% +$6.25K 0.06% 221
2022
Q2 		$110K Sell
1,950
-331
-15% -$20.6K 0.06% 216
2022
Q1 		$157K Buy
2,281
+297
+15% +$18K 0.07% 198
2021
Q4 		$107K Hold
1,984
– – 0.05% 242
2021
Q3 		$95K Sell
1,984
-112
-5% -$6.84K 0.05% 251
2021
Q2 		$136K Hold
2,096
– – 0.07% 206
2021
Q1 		$130K Hold
2,096
– – 0.07% 199
2020
Q4 		$122K Hold
2,096
– – 0.07% 194
2020
Q3 		$97K Hold
2,096
– – 0.06% 218
2020
Q2 		$93K Buy
2,096
+56
+3% +$2.19K 0.07% 200
2020
Q1 		$67K Hold
2,040
– – 0.06% 219
2019
Q4 		$100K Buy
+2,040
New +$92.7K 0.07% 201

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Carmichael Hill & Associates's BHP Position: Q3 2024 in Review

Carmichael Hill & Associates held its BHP (BHP) position steady in Q3 2024 at 1,798 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #250.

Carmichael Hill & Associates first reported a position in BHP in Q4 2019 and has held it in 20 quarters since. The position peaked at $157K in Q1 2022. 663 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

  • Carmichael Hill & Associates held 1,798 shares of BHP worth $112K as of Q3 2024.
  • Carmichael Hill & Associates left its BHP share count unchanged in Q3 2024.
  • BHP made up 0.04% of Carmichael Hill & Associates's portfolio in Q3 2024, its #250 holding.
  • Carmichael Hill & Associates first reported a position in BHP in Q4 2019 and has held it in 20 quarters since.
  • Carmichael Hill & Associates's BHP position peaked at $157K in Q1 2022.
  • 663 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.