Horan Securities’s BHP BHP Stock Holding History

Horan Securities’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
2023 Q3	–	Sell	-39	Closed	-$2.33K	–	156
2023 Q2	$2.33K	Hold	39	–	–	﹤0.01%	558
2023 Q1	$2.47K	Sell	39 -6	-13%	-$387	﹤0.01%	548
2022 Q4	$2.79K	Buy	45 +6	+15%	+$337	﹤0.01%	519
2022 Q3	$2K	Sell	39 -40	-51%	-$2.12K	﹤0.01%	472
2022 Q2	$4K	Buy	79 +35	+80%	+$2.17K	﹤0.01%	435
2022 Q1	$3K	Hold	44	–	–	﹤0.01%	413
2021 Q4	$2K	Buy	+44	New	+$2.2K	﹤0.01%	445
2021 Q2	$3K	Hold	44	–	–	﹤0.01%	384
2021 Q1	$3K	Buy	+44	New	+$2.83K	﹤0.01%	346

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

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

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

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 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

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

Horan Securities's BHP Position: Q3 2023 in Review

Horan Securities sold out of BHP (BHP) in Q3 2023, closing a stake of 39 shares — an estimated $2.33K sold.

Horan Securities first reported a position in BHP in Q1 2021 and held it in 9 quarters. The position peaked at $4K in Q2 2022. 658 funds tracked by Wall St. Rank hold BHP as of Q3 2023.

Horan Securities reported no remaining BHP position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 39 BHP shares in Q3 2023, an estimated $2.33K.
Horan Securities first reported a position in BHP in Q1 2021 and held it in 9 quarters.
Horan Securities's BHP position peaked at $4K in Q2 2022.
658 funds tracked by Wall St. Rank held BHP as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.