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Goelzer Investment Management’s BHP BHP Stock Holding History

Goelzer 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
2021
Q4 		– Sell
-48,761
Closed -$2.33M – 226
2021
Q3 		$2.33M Sell
48,761
-1,001
-2% -$61.1K 0.2% 133
2021
Q2 		$3.23M Buy
49,762
+1,120
+2% +$74.1K 0.27% 110
2021
Q1 		$3.01M Buy
+48,642
New +$3.13M 0.27% 116

Other funds holding BHP

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goelzer Investment Management's BHP Position: Q4 2021 in Review

Goelzer Investment Management sold out of BHP (BHP) in Q4 2021, closing a stake of 48,761 shares — an estimated $2.33M sold.

Goelzer Investment Management first reported a position in BHP in Q1 2021 and held it in 3 quarters. The position peaked at $3.23M in Q2 2021. 504 funds tracked by Wall St. Rank hold BHP as of Q4 2021.

  • Goelzer Investment Management reported no remaining BHP position as of Q4 2021 after selling out during the quarter.
  • Goelzer Investment Management sold 48,761 BHP shares in Q4 2021, an estimated $2.33M.
  • Goelzer Investment Management first reported a position in BHP in Q1 2021 and held it in 3 quarters.
  • Goelzer Investment Management's BHP position peaked at $3.23M in Q2 2021.
  • 504 funds tracked by Wall St. Rank held BHP as of Q4 2021.

Based on Goelzer Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.