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 $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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Equitable Holdings's BHP Position: Q3 2024 in Review

Equitable Holdings sold out of BHP (BHP) in Q3 2024, closing a stake of 3,522 shares — an estimated $201K sold.

Equitable Holdings first reported a position in BHP in Q2 2022 and held it in 7 quarters. The position peaked at $771K in Q4 2022. 665 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

  • Equitable Holdings reported no remaining BHP position as of Q3 2024 after selling out during the quarter.
  • Equitable Holdings sold 3,522 BHP shares in Q3 2024, an estimated $201K.
  • Equitable Holdings first reported a position in BHP in Q2 2022 and held it in 7 quarters.
  • Equitable Holdings's BHP position peaked at $771K in Q4 2022.
  • 665 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Equitable Holdings's 13F filing for Q3 2024, filed 14 Nov 2024.