Charter Oak Capital Management’s BHP BHP Stock Holding History

Charter Oak Capital 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
2022 Q3	–	Sell	-55	Closed	-$3K	–	237
2022 Q2	$3K	Sell	55 -7	-11%	-$435	﹤0.01%	775
2022 Q1	$3K	Hold	62	–	–	﹤0.01%	824
2021 Q4	$3K	Hold	62	–	–	﹤0.01%	741
2021 Q3	$3K	Hold	62	–	–	﹤0.01%	718
2021 Q2	$3K	Hold	62	–	–	﹤0.01%	707
2021 Q1	$3K	Hold	62	–	–	﹤0.01%	676
2020 Q4	$3K	Buy	+62	New	+$3.11K	﹤0.01%	639

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

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

Norges Bank Oslo, Norway $1T AUM

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charter Oak Capital Management's BHP Position: Q3 2022 in Review

Charter Oak Capital Management sold out of BHP (BHP) in Q3 2022, closing a stake of 55 shares — an estimated $3K sold.

Charter Oak Capital Management first reported a position in BHP in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q2 2022. 554 funds tracked by Wall St. Rank hold BHP as of Q3 2022.

Charter Oak Capital Management reported no remaining BHP position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 55 BHP shares in Q3 2022, an estimated $3K.
Charter Oak Capital Management first reported a position in BHP in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's BHP position peaked at $3K in Q2 2022.
554 funds tracked by Wall St. Rank held BHP as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.