EH
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Equitable Holdings’s BHP BHP Stock Holding History

Equitable Holdings’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
Q3 		– Sell
-3,522
Closed -$201K – 1257
2024
Q2 		$201K Buy
+3,522
New +$205K ﹤0.01% 1137
2024
Q1 		– Sell
-3,098
Closed -$212K – 1165
2023
Q4 		$212K Buy
+3,098
New +$187K ﹤0.01% 1052
2023
Q3 		– Sell
-4,978
Closed -$297K – 1074
2023
Q2 		$297K Buy
4,978
+222
+5% +$13.2K ﹤0.01% 851
2023
Q1 		$302K Sell
4,756
-7,663
-62% -$494K ﹤0.01% 794
2022
Q4 		$771K Buy
12,419
+7,670
+162% +$431K 0.01% 506
2022
Q3 		$238K Sell
4,749
-1,654
-26% -$87.6K ﹤0.01% 751
2022
Q2 		$360K Buy
+6,403
New +$398K 0.01% 639

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return