Chesley Taft & Associates’s BHP BHP Stock Holding History

Chesley Taft & 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 Q1	–	Sell	-17,925	Closed	-$1.22M	–	314
2023 Q4	$1.22M	Sell	17,925 -1,478	-8%	-$89.2K	0.07%	168
2023 Q3	$1.1M	Sell	19,403 -1,925	-9%	-$113K	0.07%	168
2023 Q2	$1.27M	Sell	21,328 -2,950	-12%	-$176K	0.08%	163
2023 Q1	$1.54M	Buy	+24,278	New	+$1.57M	0.1%	144

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Chesley Taft & Associates's BHP Position: Q1 2024 in Review

Chesley Taft & Associates sold out of BHP (BHP) in Q1 2024, closing a stake of 17,925 shares — an estimated $1.22M sold.

Chesley Taft & Associates first reported a position in BHP in Q1 2023 and held it in 4 quarters. The position peaked at $1.54M in Q1 2023. 685 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

Chesley Taft & Associates reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
Chesley Taft & Associates sold 17,925 BHP shares in Q1 2024, an estimated $1.22M.
Chesley Taft & Associates first reported a position in BHP in Q1 2023 and held it in 4 quarters.
Chesley Taft & Associates's BHP position peaked at $1.54M in Q1 2023.
685 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on Chesley Taft & Associates's 13F filing for Q1 2024, filed 16 Apr 2024.