Eagle Bay Advisors’s BHP BHP Stock Holding History

Eagle Bay 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
2026 Q1	–	Sell	-650	Closed	-$39.2K	–	146
2025 Q4	$39.2K	Buy	+650	New	+$36.9K	0.03%	166
2025 Q1	–	Sell	-297	Closed	-$14.5K	–	214
2024 Q4	$14.5K	Sell	297 -403	-58%	-$21.9K	0.01%	513
2024 Q3	$44.5K	Hold	700	–	–	0.02%	469
2024 Q2	$40K	Buy	700 +100	+17%	+$5.81K	0.02%	357
2024 Q1	$34.6K	Buy	600 +197	+49%	+$11.8K	0.02%	348
2023 Q4	$27.5K	Buy	+403	New	+$24.3K	0.02%	364
2023 Q1	–	Sell	-79	Closed	-$4.9K	–	941
2022 Q4	$4.9K	Sell	79 -1,098	-93%	-$61.8K	﹤0.01%	672
2022 Q3	$59K	Buy	1,177 +483	+70%	+$25.6K	0.04%	307
2022 Q2	$39K	Buy	+694	New	+$43.1K	0.02%	422
2022 Q1	–	Sell	-888	Closed	-$48K	–	368
2021 Q4	$48K	Sell	888 -66	-7%	-$3.3K	0.03%	383
2021 Q3	$41K	Buy	954 +379	+66%	+$23.1K	0.02%	448
2021 Q2	$44K	Buy	+575	New	+$38K	0.04%	372

Other funds holding BHP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return