Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$11.3M Buy
155,200
+10,000
+7% +$707K ﹤0.01% 2968
2025
Q4
$8.77M Buy
145,200
+89,700
+162% +$5.1M ﹤0.01% 3222
2025
Q3
$3.09M Hold
55,500
﹤0.01% 4081
2025
Q2
$2.67M Buy
+55,500
New +$2.67M ﹤0.01% 3951
2025
Q1
Sell
-57,400
Closed -$2.8M 6062
2024
Q4
$2.8M Hold
57,400
﹤0.01% 4003
2024
Q3
$3.57M Hold
57,400
﹤0.01% 3658
2024
Q2
$3.28M Sell
57,400
-13,500
-19% -$784K ﹤0.01% 3543
2024
Q1
$4.09M Sell
70,900
-24,400
-26% -$1.46M ﹤0.01% 3284
2023
Q4
$6.51M Buy
95,300
+43,700
+85% +$2.64M ﹤0.01% 2931
2023
Q3
$2.94M Buy
51,600
+3,000
+6% +$175K ﹤0.01% 3454
2023
Q2
$2.9M Hold
48,600
﹤0.01% 3587
2023
Q1
$3.08M Hold
48,600
﹤0.01% 3503
2022
Q4
$3.02M Buy
+48,600
New +$2.73M ﹤0.01% 3613
2022
Q1
Sell
-77,910
Closed -$4.19M 6572
2021
Q4
$4.19M Hold
77,910
﹤0.01% 3580
2021
Q3
$3.72M Sell
77,910
-157,724
-67% -$9.63M ﹤0.01% 3605
2021
Q2
$15.3M Buy
235,634
+137,995
+141% +$9.12M ﹤0.01% 2289
2021
Q1
$6.04M Buy
97,639
+19,169
+24% +$1.23M ﹤0.01% 2966
2020
Q4
$4.57M Buy
+78,470
New +$3.93M ﹤0.01% 3069
2020
Q2
Sell
-137,323
Closed -$4.5M 5206
2020
Q1
$4.5M Buy
+137,323
New +$5.73M ﹤0.01% 2730
2019
Q3
Sell
-25,671
Closed -$1.33M 5167
2019
Q2
$1.33M Sell
25,671
-36,320
-59% -$1.75M ﹤0.01% 3799
2019
Q1
$3.02M Sell
61,991
-517,006
-89% -$23.6M ﹤0.01% 3335
2018
Q4
$24.9M Buy
578,997
+564,760
+3,967% +$23.7M 0.01% 1612
2018
Q3
$633K Sell
14,237
-5,829
-29% -$253K ﹤0.01% 4296
2018
Q2
$895K Buy
20,066
+13,452
+203% +$582K ﹤0.01% 4146
2018
Q1
$262K Sell
6,614
-24,886
-79% -$1.05M ﹤0.01% 4855
2017
Q4
$1.29M Sell
31,500
-71,408
-69% -$2.69M ﹤0.01% 4137
2017
Q3
$3.72M Sell
102,908
-44,840
-30% -$1.64M ﹤0.01% 3432
2017
Q2
$4.69M Sell
147,748
-324,978
-69% -$10.3M ﹤0.01% 3113
2017
Q1
$15.3M Buy
472,726
+74,883
+19% +$2.59M ﹤0.01% 2087
2016
Q4
$12.7M Buy
397,843
+142,928
+56% +$4.62M ﹤0.01% 2280
2016
Q3
$7.88M Buy
254,915
+14,573
+6% +$400K ﹤0.01% 2649
2016
Q2
$6.12M Buy
240,342
+86,877
+57% +$2.16M ﹤0.01% 2695
2016
Q1
$3.55M Sell
153,465
-15,806
-9% -$335K ﹤0.01% 2987
2015
Q4
$3.89M Sell
169,271
-41,477
-20% -$1.11M ﹤0.01% 3069
2015
Q3
$5.95M Buy
210,748
+65,466
+45% +$2.13M ﹤0.01% 2730
2015
Q2
$5.28M Buy
145,282
+25,597
+21% +$1.03M ﹤0.01% 2908
2015
Q1
$4.7M Sell
119,685
-502,628
-81% -$20.4M ﹤0.01% 2969
2014
Q4
$24.9M Buy
622,313
+37,017
+6% +$1.71M 0.01% 1671
2014
Q3
$29.1M Sell
585,296
-420,316
-42% -$24.4M 0.01% 1502
2014
Q2
$58.2M Buy
1,005,612
+372,892
+59% +$21.9M 0.02% 983
2014
Q1
$36.3M Sell
632,720
-29,330
-4% -$1.64M 0.01% 1286
2013
Q4
$38.2M Buy
662,050
+155,637
+31% +$9M 0.01% 1249
2013
Q3
$28.5M Sell
506,413
-513,982
-50% -$28M 0.01% 1345
2013
Q2
$49.7M Buy
+1,020,395
New +$56.6M 0.02% 912

Other funds holding BHP