Horizon Investments’s BHP BHP Stock Holding History

Horizon Investments’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
2025 Q4	–	Sell	-12,190	Closed	-$680K	–	1315
2025 Q3	$680K	Buy	12,190 +674	+6%	+$35.9K	0.01%	727
2025 Q2	$554K	Buy	11,516 +388	+3%	+$18.7K	0.01%	725
2025 Q1	$540K	Sell	11,128 -94	-0.8%	-$4.68K	0.02%	363
2024 Q4	$548K	Buy	11,222 +382	+4%	+$20.8K	0.02%	354
2024 Q3	$673K	Sell	10,840 -34	-0.3%	-$1.88K	0.02%	315
2024 Q2	$621K	Sell	10,874 -154	-1%	-$8.95K	0.02%	332
2024 Q1	$636K	Buy	11,028 +11,008	+55,040%	+$659K	0.02%	319
2023 Q4	$1.37K	Buy	+20	New	+$1.21K	﹤0.01%	659
2021 Q4	–	Sell	-37,173	Closed	-$1.77M	–	484
2021 Q3	$1.77M	Buy	+37,173	New	+$2.27M	0.05%	160
2018 Q2	–	Sell	-7,797	Closed	-$309K	–	240
2018 Q1	$309K	Sell	7,797 -33,942	-81%	-$1.43M	0.02%	170
2017 Q4	$1.31M	Buy	+41,739	New	+$1.57M	0.08%	78

Other funds holding BHP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return