Gratus Capital’s BHP BHP Stock Holding History

Gratus Capital’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 Q4	–	Sell	-104,377	Closed	-$5.22M	–	227
2022 Q3	$5.22M	Buy	104,377 +12,814	+14%	+$678K	0.55%	61
2022 Q2	$5.14M	Sell	91,563 -7,239	-7%	-$449K	0.58%	58
2022 Q1	$6.81M	Buy	+98,802	New	+$6M	0.65%	57
2020 Q4	–	Sell	-130,190	Closed	-$6M	–	186
2020 Q3	$6M	Buy	+130,190	New	+$6.26M	0.94%	51

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Gratus Capital's BHP Position: Q4 2022 in Review

Gratus Capital sold out of BHP (BHP) in Q4 2022, closing a stake of 104,377 shares — an estimated $5.22M sold.

Gratus Capital first reported a position in BHP in Q3 2020 and held it in 4 quarters. The position peaked at $6.81M in Q1 2022. 637 funds tracked by Wall St. Rank hold BHP as of Q4 2022.

Gratus Capital reported no remaining BHP position as of Q4 2022 after selling out during the quarter.
Gratus Capital sold 104,377 BHP shares in Q4 2022, an estimated $5.22M.
Gratus Capital first reported a position in BHP in Q3 2020 and held it in 4 quarters.
Gratus Capital's BHP position peaked at $6.81M in Q1 2022.
637 funds tracked by Wall St. Rank held BHP as of Q4 2022.

Based on Gratus Capital's 13F filing for Q4 2022, filed 27 Jan 2023.