HoyleCohen’s BHP BHP Stock Holding History

HoyleCohen’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 Q2	–	Sell	-4,700	Closed	-$271K	–	278
2024 Q1	$271K	Hold	4,700	–	–	0.02%	244
2023 Q4	$321K	Hold	4,700	–	–	0.03%	225
2023 Q3	$267K	Sell	4,700 -100	-2%	-$5.85K	0.02%	227
2023 Q2	$286K	Buy	+4,800	New	+$286K	0.03%	228

Other funds holding BHP

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HoyleCohen's BHP Position: Q2 2024 in Review

HoyleCohen sold out of BHP (BHP) in Q2 2024, closing a stake of 4,700 shares — an estimated $271K sold.

HoyleCohen first reported a position in BHP in Q2 2023 and held it in 4 quarters. The position peaked at $321K in Q4 2023. 658 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

HoyleCohen reported no remaining BHP position as of Q2 2024 after selling out during the quarter.
HoyleCohen sold 4,700 BHP shares in Q2 2024, an estimated $271K.
HoyleCohen first reported a position in BHP in Q2 2023 and held it in 4 quarters.
HoyleCohen's BHP position peaked at $321K in Q4 2023.
658 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.