Global Retirement Partners’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History

Global Retirement Partners’s Portfolio BBL Stock Details BBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-727	Closed	-$37K	–	2043
2021 Q3	$37K	Buy	727 +135	+23%	+$8.12K	﹤0.01%	961
2021 Q2	$35K	Buy	592 +92	+18%	+$5.63K	﹤0.01%	1003
2021 Q1	$29K	Hold	500	–	–	﹤0.01%	990
2020 Q4	$27K	Hold	500	–	–	﹤0.01%	949
2020 Q3	$21K	Buy	500 +333	+199%	+$14.9K	﹤0.01%	918
2020 Q2	$7K	Hold	167	–	–	﹤0.01%	1228
2020 Q1	$5K	Hold	167	–	–	﹤0.01%	1261
2019 Q4	$8K	Hold	167	–	–	﹤0.01%	1220
2019 Q3	$7K	Hold	167	–	–	﹤0.01%	1227
2019 Q2	$9K	Hold	167	–	–	﹤0.01%	1156
2019 Q1	$8K	Hold	167	–	–	﹤0.01%	1134
2018 Q4	$7K	Sell	167 -19	-10%	-$780	﹤0.01%	1082
2018 Q3	$8K	Hold	186	–	–	﹤0.01%	1111
2018 Q2	$8K	Sell	186 -68	-27%	-$2.99K	﹤0.01%	1078
2018 Q1	$10K	Buy	254 +19	+8%	+$800	﹤0.01%	984
2017 Q4	$9K	Hold	235	–	–	﹤0.01%	965
2017 Q3	$8K	Buy	+235	New	+$8.38K	﹤0.01%	914

Other funds holding BBL

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Global Retirement Partners's BBL Position: Q4 2021 in Review

Global Retirement Partners sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q4 2021, closing a stake of 727 shares — an estimated $37K sold.

Global Retirement Partners first reported a position in BBL in Q3 2017 and held it in 17 quarters. The position peaked at $37K in Q3 2021. 234 funds tracked by Wall St. Rank hold BBL as of Q4 2021.

Global Retirement Partners reported no remaining BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position as of Q4 2021 after selling out during the quarter.
Global Retirement Partners sold 727 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q4 2021, an estimated $37K.
Global Retirement Partners first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q3 2017 and held it in 17 quarters.
Global Retirement Partners's BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $37K in Q3 2021.
234 funds tracked by Wall St. Rank held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) as of Q4 2021.

Based on Global Retirement Partners's 13F filing for Q4 2021, filed 21 Jan 2022.