Family Management’s BHP BHP Stock Holding History

Family Management’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	-33,736	Closed	-$2.1M	–	203
2024 Q3	$2.1M	Buy	33,736 +840	+3%	+$46.4K	0.35%	64
2024 Q2	$1.88M	Buy	32,896 +2,698	+9%	+$157K	0.33%	62
2024 Q1	$1.74M	Buy	+30,198	New	+$1.81M	0.32%	66

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Family Management's BHP Position: Q4 2024 in Review

Family Management sold out of BHP (BHP) in Q4 2024, closing a stake of 33,736 shares — an estimated $2.1M sold.

Family Management first reported a position in BHP in Q1 2024 and held it in 3 quarters. The position peaked at $2.1M in Q3 2024. 647 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

Family Management reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
Family Management sold 33,736 BHP shares in Q4 2024, an estimated $2.1M.
Family Management first reported a position in BHP in Q1 2024 and held it in 3 quarters.
Family Management's BHP position peaked at $2.1M in Q3 2024.
647 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Family Management's 13F filing for Q4 2024, filed 14 Feb 2025.