Ellis Investment Partners’s BHP BHP Stock Holding History

Ellis Investment Partners’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
2021 Q3	–	Sell	-196	Closed	-$12K	–	779
2021 Q2	$12K	Hold	196	–	–	﹤0.01%	573
2021 Q1	$12K	Hold	196	–	–	﹤0.01%	555
2020 Q4	$11K	Buy	+196	New	+$9.82K	﹤0.01%	549

Other funds holding BHP

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Ellis Investment Partners's BHP Position: Q3 2021 in Review

Ellis Investment Partners sold out of BHP (BHP) in Q3 2021, closing a stake of 196 shares — an estimated $12K sold.

Ellis Investment Partners first reported a position in BHP in Q4 2020 and held it in 3 quarters. The position peaked at $12K in Q2 2021. 489 funds tracked by Wall St. Rank hold BHP as of Q3 2021.

Ellis Investment Partners reported no remaining BHP position as of Q3 2021 after selling out during the quarter.
Ellis Investment Partners sold 196 BHP shares in Q3 2021, an estimated $12K.
Ellis Investment Partners first reported a position in BHP in Q4 2020 and held it in 3 quarters.
Ellis Investment Partners's BHP position peaked at $12K in Q2 2021.
489 funds tracked by Wall St. Rank held BHP as of Q3 2021.

Based on Ellis Investment Partners's 13F filing for Q3 2021, filed 21 Oct 2021.