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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 $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Empire Life Investments's BHP Position: Q1 2024 in Review

Empire Life Investments sold out of BHP (BHP) in Q1 2024, closing a stake of 48,738 shares — an estimated $3.33M sold.

Empire Life Investments first reported a position in BHP in Q1 2021 and held it in 12 quarters. The position peaked at $5.57M in Q4 2022. 686 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

  • Empire Life Investments reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
  • Empire Life Investments sold 48,738 BHP shares in Q1 2024, an estimated $3.33M.
  • Empire Life Investments first reported a position in BHP in Q1 2021 and held it in 12 quarters.
  • Empire Life Investments's BHP position peaked at $5.57M in Q4 2022.
  • 686 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on Empire Life Investments's 13F filing for Q1 2024, filed 30 Apr 2024.