Crescent Grove Advisors’s BHP BHP Stock Holding History

Crescent Grove Advisors’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 Q2	–	Sell	-8,833	Closed	-$560K	–	293
2023 Q1	$560K	Sell	8,833 -356	-4%	-$23K	0.07%	157
2022 Q4	$570K	Buy	9,189 +2,000	+28%	+$112K	0.06%	164
2022 Q3	$360K	Sell	7,189 -2,036	-22%	-$108K	0.04%	190
2022 Q2	$518K	Buy	9,225 +4,881	+112%	+$303K	0.05%	159
2022 Q1	$299K	Sell	4,344 -1,547	-26%	-$94K	0.03%	226
2021 Q4	$317K	Sell	5,891 -10	-0.2%	-$500	0.03%	225
2021 Q3	$282K	Buy	+5,901	New	+$360K	0.03%	213

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Crescent Grove Advisors's BHP Position: Q2 2023 in Review

Crescent Grove Advisors sold out of BHP (BHP) in Q2 2023, closing a stake of 8,833 shares — an estimated $560K sold.

Crescent Grove Advisors first reported a position in BHP in Q3 2021 and held it in 7 quarters. The position peaked at $570K in Q4 2022. 662 funds tracked by Wall St. Rank hold BHP as of Q2 2023.

Crescent Grove Advisors reported no remaining BHP position as of Q2 2023 after selling out during the quarter.
Crescent Grove Advisors sold 8,833 BHP shares in Q2 2023, an estimated $560K.
Crescent Grove Advisors first reported a position in BHP in Q3 2021 and held it in 7 quarters.
Crescent Grove Advisors's BHP position peaked at $570K in Q4 2022.
662 funds tracked by Wall St. Rank held BHP as of Q2 2023.

Based on Crescent Grove Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.