Edmond de Rothschild Holding’s BHP BHP Stock Holding History

Edmond de Rothschild Holding’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	-800	Closed	-$54.6K	–	682
2023 Q4	$54.6K	Hold	800	–	–	﹤0.01%	568
2023 Q3	$45.5K	Hold	800	–	–	﹤0.01%	570
2023 Q2	$47.7K	Hold	800	–	–	﹤0.01%	581
2023 Q1	$50.7K	Sell	800 -2,206	-73%	-$142K	﹤0.01%	589
2022 Q4	$187K	Sell	3,006 -1,182	-28%	-$66.5K	﹤0.01%	482
2022 Q3	$210K	Buy	4,188 +344	+9%	+$18.2K	0.01%	452
2022 Q2	$216K	Sell	3,844 -39	-1%	-$2.42K	0.01%	473
2022 Q1	$268K	Sell	3,883 -1,326	-25%	-$80.6K	0.01%	460
2021 Q4	$280K	Buy	+5,209	New	+$261K	0.01%	487
2017 Q3	–	Sell	-3,251	Closed	-$103K	–	813
2017 Q2	$103K	Hold	3,251	–	–	﹤0.01%	555
2017 Q1	$105K	Sell	3,251 -443	-12%	-$15.3K	﹤0.01%	556
2016 Q4	$118K	Sell	3,694 -678	-16%	-$21.9K	﹤0.01%	557
2016 Q3	$135K	Buy	4,372 +1,682	+63%	+$46.2K	﹤0.01%	551
2016 Q2	$69K	Hold	2,690	–	–	﹤0.01%	603
2016 Q1	$62K	Hold	2,690	–	–	﹤0.01%	607
2015 Q4	$62K	Hold	2,690	–	–	﹤0.01%	603
2015 Q3	$76K	Buy	2,690 +515	+24%	+$16.7K	﹤0.01%	581
2015 Q2	$79K	Buy	+2,175	New	+$87.8K	﹤0.01%	598

Other funds holding BHP

Fisher Asset Management

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America

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

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

Norges Bank Oslo, Norway $935B AUM

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return