Empire Life Investments’s BHP BHP Stock Holding History

Empire Life Investments’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	-48,738	Closed	-$3.33M	–	96
2023 Q4	$3.33M	Buy	48,738 +1,210	+3%	+$73K	0.21%	66
2023 Q3	$2.7M	Buy	47,528 +1,799	+4%	+$105K	0.2%	64
2023 Q2	$2.73M	Sell	45,729 -18,503	-29%	-$1.1M	0.19%	63
2023 Q1	$4.07M	Sell	64,232 -25,538	-28%	-$1.65M	0.29%	59
2022 Q4	$5.57M	Buy	89,770 +37,651	+72%	+$2.12M	0.38%	58
2022 Q3	$2.61M	Buy	52,119 +17,321	+50%	+$917K	0.2%	66
2022 Q2	$1.96M	Sell	34,798 -2,093	-6%	-$130K	0.14%	68
2022 Q1	$2.54M	Sell	36,891 -3,366	-8%	-$205K	0.16%	69
2021 Q4	$2.17M	Sell	40,257 -820	-2%	-$41K	0.13%	72
2021 Q3	$1.96M	Sell	41,077 -115	-0.3%	-$7.02K	0.13%	74
2021 Q2	$2.68M	Buy	41,192 +4,668	+13%	+$309K	0.17%	71
2021 Q1	$2.26M	Buy	+36,524	New	+$2.35M	0.16%	75

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