Epoch Investment Partners’s BHP BHP Stock Holding History

Epoch 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
2024 Q4	–	Sell	-3,728	Closed	-$232K	–	291
2024 Q3	$232K	Buy	+3,728	New	+$206K	﹤0.01%	365
2024 Q2	–	Sell	-3,838	Closed	-$221K	–	384
2024 Q1	$221K	Sell	3,838 -509	-12%	-$30.5K	﹤0.01%	399
2023 Q4	$297K	Buy	+4,347	New	+$262K	﹤0.01%	394
2015 Q4	–	Sell	-25,583	Closed	-$722K	–	292
2015 Q3	$722K	Buy	25,583 +589	+2%	+$19.1K	﹤0.01%	232
2015 Q2	$907K	Buy	24,994 +2,007	+9%	+$81K	﹤0.01%	233
2015 Q1	$903K	Sell	22,987 -20,991	-48%	-$852K	﹤0.01%	232
2014 Q4	$1.76M	Sell	43,978 -314	-0.7%	-$14.5K	0.01%	229
2014 Q3	$2.21M	Buy	44,292 +2,497	+6%	+$145K	0.01%	235
2014 Q2	$2.42M	Buy	41,795 +2,000	+5%	+$117K	0.01%	240
2014 Q1	$2.28M	Buy	+39,795	New	+$2.23M	0.01%	241
2013 Q4	–	Sell	-34,126	Closed	-$1.92M	–	257
2013 Q3	$1.92M	Buy	34,126 +9,075	+36%	+$494K	0.01%	245
2013 Q2	$1.22M	Buy	+25,051	New	+$1.39M	0.01%	244

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

Wellington Management Group

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

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

Dimensional Fund Advisors

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

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

Bank of America

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

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return