Gemmer Asset Management’s BHP BHP Stock Holding History

Gemmer Asset 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
2022 Q2	–	Sell	-71	Closed	-$4K	–	220
2022 Q1	$4K	Buy	71 +31	+78%	+$1.88K	﹤0.01%	978
2021 Q4	$2K	Hold	40	–	–	﹤0.01%	1164
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	1176
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	1268
2021 Q1	$2K	Hold	40	–	–	﹤0.01%	1357
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	1309
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	1163
2020 Q2	$2K	Sell	40 -72	-64%	-$2.82K	﹤0.01%	1140
2020 Q1	$4K	Sell	112 -131	-54%	-$5.47K	﹤0.01%	812
2019 Q4	$12K	Hold	243	–	–	﹤0.01%	581
2019 Q3	$11K	Hold	243	–	–	﹤0.01%	606
2019 Q2	$13K	Buy	243 +112	+85%	+$5.41K	﹤0.01%	528
2019 Q1	$6K	Hold	131	–	–	﹤0.01%	887
2018 Q4	$6K	Hold	131	–	–	﹤0.01%	811
2018 Q3	$6K	Sell	131 -21	-14%	-$910	﹤0.01%	911
2018 Q2	$7K	Sell	152 -6	-4%	-$260	﹤0.01%	853
2018 Q1	$6K	Buy	+158	New	+$6.65K	﹤0.01%	886

Other funds holding BHP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return