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Fulcrum Equity Management’s BHP BHP Stock Holding History

Fulcrum Equity 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
Q3 		– Sell
-4,541
Closed -$259K – 140
2024
Q2 		$259K Sell
4,541
-116
-2% -$6.74K 0.23% 116
2024
Q1 		$269K Sell
4,657
-308
-6% -$18.4K 0.32% 96
2023
Q4 		$339K Buy
4,965
+114
+2% +$6.88K 0.42% 67
2023
Q3 		$276K Buy
4,851
+60
+1% +$3.51K 0.32% 76
2023
Q2 		$286K Buy
+4,791
New +$286K 0.33% 76

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

Fulcrum Equity Management's BHP Position: Q3 2024 in Review

Fulcrum Equity Management sold out of BHP (BHP) in Q3 2024, closing a stake of 4,541 shares — an estimated $259K sold.

Fulcrum Equity Management first reported a position in BHP in Q2 2023 and held it in 5 quarters. The position peaked at $339K in Q4 2023. 665 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

  • Fulcrum Equity Management reported no remaining BHP position as of Q3 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 4,541 BHP shares in Q3 2024, an estimated $259K.
  • Fulcrum Equity Management first reported a position in BHP in Q2 2023 and held it in 5 quarters.
  • Fulcrum Equity Management's BHP position peaked at $339K in Q4 2023.
  • 665 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Fulcrum Equity Management's 13F filing for Q3 2024, filed 22 Nov 2024.