Cooper Financial Group’s BHP BHP Stock Holding History

Cooper Financial Group’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	-5,647	Closed	-$321K	–	343
2023 Q3	$321K	Buy	5,647 +254	+5%	+$14.8K	0.08%	254
2023 Q2	$322K	Buy	5,393 +233	+5%	+$13.9K	0.08%	245
2023 Q1	$327K	Buy	+5,160	New	+$333K	0.09%	231

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

Cooper Financial Group's BHP Position: Q4 2023 in Review

Cooper Financial Group sold out of BHP (BHP) in Q4 2023, closing a stake of 5,647 shares — an estimated $321K sold.

Cooper Financial Group first reported a position in BHP in Q1 2023 and held it in 3 quarters. The position peaked at $327K in Q1 2023. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

Cooper Financial Group reported no remaining BHP position as of Q4 2023 after selling out during the quarter.
Cooper Financial Group sold 5,647 BHP shares in Q4 2023, an estimated $321K.
Cooper Financial Group first reported a position in BHP in Q1 2023 and held it in 3 quarters.
Cooper Financial Group's BHP position peaked at $327K in Q1 2023.
701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on Cooper Financial Group's 13F filing for Q4 2023, filed 16 Jan 2024.