Great Lakes Retirement’s BHP BHP Stock Holding History

Great Lakes Retirement’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
2024 Q3	–	Sell	-139	Closed	-$7.94K	–	241
2024 Q2	$7.94K	Buy	+139	New	+$8.08K	﹤0.01%	500

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Great Lakes Retirement's BHP Position: Q3 2024 in Review

Great Lakes Retirement sold out of BHP (BHP) in Q3 2024, closing a stake of 139 shares — an estimated $7.94K sold.

Great Lakes Retirement first reported a position in BHP in Q2 2024 and held it in 1 quarter. The position peaked at $7.94K in Q2 2024. 665 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

Great Lakes Retirement reported no remaining BHP position as of Q3 2024 after selling out during the quarter.
Great Lakes Retirement sold 139 BHP shares in Q3 2024, an estimated $7.94K.
Great Lakes Retirement first reported a position in BHP in Q2 2024 and held it in 1 quarter.
Great Lakes Retirement's BHP position peaked at $7.94K in Q2 2024.
665 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.