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Freedom Investment Management’s BHP BHP Stock Holding History

Freedom Investment 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
2023
Q1 		– Sell
-3,428
Closed -$213K – 700
2022
Q4 		$213K Buy
+3,428
New +$193K 0.02% 646
2022
Q3 		– Sell
-26,116
Closed -$1.47M – 729
2022
Q2 		$1.47M Buy
26,116
+17,127
+191% +$1.06M 0.16% 176
2022
Q1 		$620K Buy
8,989
+1,923
+27% +$117K 0.06% 416
2021
Q4 		$380K Buy
+7,066
New +$353K 0.03% 605
2021
Q1 		– Sell
-6,158
Closed -$359K – 843
2020
Q4 		$359K Sell
6,158
-5,402
-47% -$271K 0.04% 429
2020
Q3 		$533K Buy
11,560
+2,425
+27% +$117K 0.06% 275
2020
Q2 		$405K Sell
9,135
-5,848
-39% -$229K 0.04% 336
2020
Q1 		$683K Buy
14,983
+3,103
+26% +$130K 0.06% 267
2019
Q4 		$580K Sell
11,880
-850
-7% -$38.6K 0.05% 313
2019
Q3 		$561K Sell
12,730
-1,733
-12% -$80.9K 0.05% 327
2019
Q2 		$750K Sell
14,463
-2,274
-14% -$110K 0.06% 270
2019
Q1 		$816K Sell
16,737
-2,987
-15% -$136K 0.07% 280
2018
Q4 		$850K Sell
19,724
-4,245
-18% -$178K 0.07% 297
2018
Q3 		$1.01M Sell
23,969
-1,247
-5% -$54K 0.06% 322
2018
Q2 		$1.13M Buy
25,216
+16,609
+193% +$719K 0.07% 309
2018
Q1 		$341K Buy
+8,607
New +$362K 0.02% 836
2015
Q3 		– Sell
-6,800
Closed -$247K – 689
2015
Q2 		$247K Sell
6,800
-24
-0.4% -$969 0.03% 568
2015
Q1 		$268K Buy
+6,824
New +$277K 0.03% 508
2014
Q4 		– Sell
-4,597
Closed -$229K – 589
2014
Q3 		$229K Sell
4,597
-667
-13% -$38.8K 0.04% 419
2014
Q2 		$305K Sell
5,264
-232
-4% -$13.6K 0.05% 341
2014
Q1 		$315K Sell
5,496
-1,407
-20% -$78.9K 0.07% 280
2013
Q4 		$398K Sell
6,903
-1,325
-16% -$76.7K 0.1% 205
2013
Q3 		$463K Buy
8,228
+1,948
+31% +$106K 0.13% 135
2013
Q2 		$306K Buy
+6,280
New +$348K 0.1% 175

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Freedom Investment Management's BHP Position: Q1 2023 in Review

Freedom Investment Management sold out of BHP (BHP) in Q1 2023, closing a stake of 3,428 shares — an estimated $213K sold.

Freedom Investment Management first reported a position in BHP in Q2 2013 and held it in 24 quarters. The position peaked at $1.47M in Q2 2022. 664 funds tracked by Wall St. Rank hold BHP as of Q1 2023.

  • Freedom Investment Management reported no remaining BHP position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 3,428 BHP shares in Q1 2023, an estimated $213K.
  • Freedom Investment Management first reported a position in BHP in Q2 2013 and held it in 24 quarters.
  • Freedom Investment Management's BHP position peaked at $1.47M in Q2 2022.
  • 664 funds tracked by Wall St. Rank held BHP as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.