Chartwell Investment Partners’s BHP BHP Stock Holding History

Chartwell Investment 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
2024 Q3	$9.83M	Buy	+158,262	New	+$8.74M	0.34%	87
2015 Q3	–	Sell	-11,210	Closed	-$407K	–	306
2015 Q2	$407K	Sell	11,210 -617	-5%	-$24.9K	0.01%	306
2015 Q1	$465K	Hold	11,827	–	–	0.01%	310
2014 Q4	$473K	Hold	11,827	–	–	0.01%	346
2014 Q3	$589K	Hold	11,827	–	–	0.01%	332
2014 Q2	$684K	Hold	11,827	–	–	0.01%	325
2014 Q1	$678K	Sell	11,827 -3,548	-23%	-$199K	0.01%	325
2013 Q4	$887K	Hold	15,375	–	–	0.02%	329
2013 Q3	$864K	Buy	+15,375	New	+$836K	0.02%	338

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Chartwell Investment Partners's BHP Position: Q3 2024 in Review

Chartwell Investment Partners opened a new position in BHP (BHP) in Q3 2024: 158,262 shares worth $9.83M. The stake represents 0.34% of the portfolio and ranks #87 among its holdings. This is a return to the name: Chartwell Investment Partners previously reported a position in BHP as recently as Q2 2015.

Chartwell Investment Partners first reported a position in BHP in Q3 2013 and has held it in 9 quarters since. 664 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

Chartwell Investment Partners held 158,262 shares of BHP worth $9.83M as of Q3 2024.
BHP was a new Chartwell Investment Partners position in Q3 2024.
BHP made up 0.34% of Chartwell Investment Partners's portfolio in Q3 2024, its #87 holding.
Chartwell Investment Partners first reported a position in BHP in Q3 2013 and has held it in 9 quarters since.
664 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.