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Donoghue Forlines’s BHP BHP Stock Holding History

Donoghue Forlines’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
Q4 		– Sell
-21,055
Closed -$1.31M – 120
2024
Q3 		$1.31M Buy
21,055
+2,299
+12% +$127K 0.37% 83
2024
Q2 		$1.07M Buy
18,756
+1,540
+9% +$89.5K 0.3% 85
2024
Q1 		$993K Buy
17,216
+774
+5% +$46.3K 0.28% 88
2023
Q4 		$1.12M Sell
16,442
-45
-0.3% -$2.72K 0.35% 82
2023
Q3 		$938K Buy
16,487
+1,148
+7% +$67.1K 0.33% 92
2023
Q2 		$915K Sell
15,339
-4,478
-23% -$267K 0.29% 83
2023
Q1 		$1.26M Sell
19,817
-1,159
-6% -$74.7K 0.45% 55
2022
Q4 		$1.3M Buy
20,976
+10,530
+101% +$592K 0.46% 58
2022
Q3 		$523K Sell
10,446
-14,425
-58% -$764K 0.19% 96
2022
Q2 		$1.4M Sell
24,871
-5,789
-19% -$359K 0.37% 49
2022
Q1 		$2.11M Buy
30,660
+7,385
+32% +$449K 0.46% 40
2021
Q4 		$1.25M Buy
+23,275
New +$1.16M 0.21% 91

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Donoghue Forlines's BHP Position: Q4 2024 in Review

Donoghue Forlines sold out of BHP (BHP) in Q4 2024, closing a stake of 21,055 shares — an estimated $1.31M sold.

Donoghue Forlines first reported a position in BHP in Q4 2021 and held it in 12 quarters. The position peaked at $2.11M in Q1 2022. 646 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • Donoghue Forlines reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 21,055 BHP shares in Q4 2024, an estimated $1.31M.
  • Donoghue Forlines first reported a position in BHP in Q4 2021 and held it in 12 quarters.
  • Donoghue Forlines's BHP position peaked at $2.11M in Q1 2022.
  • 646 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.