Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$11.1M Hold
153,000
﹤0.01% 2986
2025
Q4
$9.24M Buy
153,000
+97,500
+176% +$5.54M ﹤0.01% 3166
2025
Q3
$3.09M Hold
55,500
﹤0.01% 4082
2025
Q2
$2.67M Buy
+55,500
New +$2.67M ﹤0.01% 3952
2025
Q1
Sell
-129,400
Closed -$6.32M 6063
2024
Q4
$6.32M Sell
129,400
-34,400
-21% -$1.87M ﹤0.01% 3210
2024
Q3
$10.2M Hold
163,800
﹤0.01% 2709
2024
Q2
$9.35M Sell
163,800
-188,000
-53% -$10.9M ﹤0.01% 2563
2024
Q1
$20.3M Sell
351,800
-24,400
-6% -$1.46M ﹤0.01% 1820
2023
Q4
$25.7M Buy
376,200
+197,700
+111% +$11.9M ﹤0.01% 1676
2023
Q3
$10.2M Buy
178,500
+109,900
+160% +$6.42M ﹤0.01% 2374
2023
Q2
$4.09M Buy
68,600
+20,000
+41% +$1.19M ﹤0.01% 3271
2023
Q1
$3.08M Hold
48,600
﹤0.01% 3504
2022
Q4
$3.02M Buy
+48,600
New +$2.73M ﹤0.01% 3614
2022
Q1
Sell
-97,751
Closed -$5.26M 6573
2021
Q4
$5.26M Buy
97,751
+44,840
+85% +$2.24M ﹤0.01% 3360
2021
Q3
$2.53M Sell
52,911
-239,782
-82% -$14.6M ﹤0.01% 3973
2021
Q2
$19M Buy
292,693
+196,960
+206% +$13M ﹤0.01% 2088
2021
Q1
$5.93M Buy
+95,733
New +$6.16M ﹤0.01% 2982
2020
Q2
Sell
-249,423
Closed -$8.16M 5207
2020
Q1
$8.16M Buy
+249,423
New +$10.4M ﹤0.01% 2234
2019
Q3
Sell
-34,303
Closed -$1.78M 5168
2019
Q2
$1.78M Sell
34,303
-28,809
-46% -$1.39M ﹤0.01% 3624
2019
Q1
$3.08M Buy
63,112
+39,123
+163% +$1.78M ﹤0.01% 3327
2018
Q4
$1.03M Hold
23,989
﹤0.01% 3954
2018
Q3
$1.07M Sell
23,989
-13,789
-37% -$597K ﹤0.01% 4020
2018
Q2
$1.69M Buy
37,778
+17,152
+83% +$742K ﹤0.01% 3733
2018
Q1
$818K Sell
20,626
-67,260
-77% -$2.83M ﹤0.01% 4173
2017
Q4
$3.61M Sell
87,886
-362,420
-80% -$13.6M ﹤0.01% 3298
2017
Q3
$16.3M Buy
450,306
+11,659
+3% +$426K ﹤0.01% 2167
2017
Q2
$13.9M Buy
438,647
+306,257
+231% +$9.71M ﹤0.01% 2250
2017
Q1
$4.29M Sell
132,390
-140,461
-51% -$4.85M ﹤0.01% 3067
2016
Q4
$8.71M Buy
272,851
+186,422
+216% +$6.03M ﹤0.01% 2561
2016
Q3
$2.67M Sell
86,429
-54,593
-39% -$1.5M ﹤0.01% 3582
2016
Q2
$3.59M Buy
141,022
+31,949
+29% +$796K ﹤0.01% 3131
2016
Q1
$2.52M Sell
109,073
-26,120
-19% -$553K ﹤0.01% 3278
2015
Q4
$3.11M Sell
135,193
-52,687
-28% -$1.41M ﹤0.01% 3251
2015
Q3
$5.3M Buy
187,880
+68,045
+57% +$2.21M ﹤0.01% 2840
2015
Q2
$4.35M Buy
119,835
+19,428
+19% +$784K ﹤0.01% 3084
2015
Q1
$3.94M Sell
100,407
-1,136,532
-92% -$46.1M ﹤0.01% 3121
2014
Q4
$49.5M Sell
1,236,939
-302,641
-20% -$14M 0.02% 1101
2014
Q3
$76.7M Buy
1,539,580
+560,815
+57% +$32.6M 0.02% 784
2014
Q2
$56.6M Sell
978,765
-370,053
-27% -$21.7M 0.02% 1002
2014
Q1
$77.3M Buy
1,348,818
+1,023,588
+315% +$57.4M 0.03% 750
2013
Q4
$18.8M Buy
325,230
+13,482
+4% +$780K 0.01% 1795
2013
Q3
$17.5M Sell
311,748
-3,401,789
-92% -$185M 0.01% 1740
2013
Q2
$181M Buy
+3,713,537
New +$206M 0.07% 314

Other funds holding BHP