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Essex Savings Bank’s BHP BHP Stock Holding History

Essex Savings Bank’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
2025
Q2 		– Sell
-7,764
Closed -$377K – 311
2025
Q1 		$377K Buy
7,764
+281
+4% +$14K 0.09% 185
2024
Q4 		$365K Buy
7,483
+219
+3% +$11.9K 0.09% 183
2024
Q3 		$451K Sell
7,264
-1,309
-15% -$72.3K 0.11% 160
2024
Q2 		$489K Sell
8,573
-231
-3% -$13.4K 0.13% 140
2024
Q1 		$601K Hold
8,804
– – 0.17% 121
2023
Q4 		$601K Buy
8,804
+1,179
+15% +$71.2K 0.17% 121
2023
Q3 		$434K Hold
7,625
– – 0.15% 129
2023
Q2 		$455K Buy
7,625
+473
+7% +$28.2K 0.15% 132
2023
Q1 		$453K Hold
7,152
– – 0.16% 130
2022
Q4 		$444K Buy
7,152
+9
+0.1% +$506 0.16% 131
2022
Q3 		$357K Sell
7,143
-52
-0.7% -$2.75K 0.14% 142
2022
Q2 		$405K Sell
7,195
-996
-12% -$61.8K 0.15% 132
2022
Q1 		$564K Buy
8,191
+2,226
+37% +$135K 0.19% 113
2021
Q4 		$321K Sell
5,965
-1,255
-17% -$62.8K 0.11% 163
2021
Q3 		$426K Buy
7,220
+49
+0.7% +$2.99K 0.15% 136
2021
Q2 		$474K Buy
7,171
+685
+11% +$45.3K 0.18% 128
2021
Q1 		$439K Buy
6,486
+79
+1% +$5.09K 0.19% 124
2020
Q4 		$373K Buy
+6,407
New +$321K 0.17% 137
2019
Q3 		– Sell
-1,962
Closed -$98K – 222
2019
Q2 		$98K Buy
1,962
+1,301
+197% +$62.9K 0.03% 344
2019
Q1 		$32K Sell
661
-1,043
-61% -$47.5K 0.02% 345
2018
Q4 		$73K Buy
+1,704
New +$71.4K 0.05% 242

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Essex Savings Bank's BHP Position: Q2 2025 in Review

Essex Savings Bank sold out of BHP (BHP) in Q2 2025, closing a stake of 7,764 shares — an estimated $377K sold.

Essex Savings Bank first reported a position in BHP in Q4 2018 and held it in 21 quarters. The position peaked at $601K in Q1 2024. 615 funds tracked by Wall St. Rank hold BHP as of Q2 2025.

  • Essex Savings Bank reported no remaining BHP position as of Q2 2025 after selling out during the quarter.
  • Essex Savings Bank sold 7,764 BHP shares in Q2 2025, an estimated $377K.
  • Essex Savings Bank first reported a position in BHP in Q4 2018 and held it in 21 quarters.
  • Essex Savings Bank's BHP position peaked at $601K in Q1 2024.
  • 615 funds tracked by Wall St. Rank held BHP as of Q2 2025.

Based on Essex Savings Bank's 13F filing for Q2 2025, filed 11 Jul 2025.