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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 $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Epoch Investment Partners's BHP Position: Q4 2024 in Review

Epoch Investment Partners sold out of BHP (BHP) in Q4 2024, closing a stake of 3,728 shares — an estimated $232K sold.

Epoch Investment Partners first reported a position in BHP in Q2 2013 and held it in 12 quarters. The position peaked at $2.42M in Q2 2014. 646 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • Epoch Investment Partners reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 3,728 BHP shares in Q4 2024, an estimated $232K.
  • Epoch Investment Partners first reported a position in BHP in Q2 2013 and held it in 12 quarters.
  • Epoch Investment Partners's BHP position peaked at $2.42M in Q2 2014.
  • 646 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.