Institutional & Family Asset Management’s BHP BHP Stock Holding History

Institutional & Family Asset Management’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	$369K	Sell	6,455 -203	-3%	-$11.8K	0.06%	124
2024 Q1	$384K	Hold	6,658	–	–	0.06%	121
2023 Q4	$455K	Hold	6,658	–	–	0.07%	116
2023 Q3	$379K	Buy	6,658 +35	+0.5%	+$2.05K	0.06%	115
2023 Q2	$395K	Buy	+6,623	New	+$395K	0.06%	117
2020 Q1	–	Sell	-34	Closed	-$2K	–	812
2019 Q4	$2K	Hold	34	–	–	﹤0.01%	709
2019 Q3	$1K	Hold	34	–	–	﹤0.01%	768
2019 Q2	$2K	Hold	34	–	–	﹤0.01%	690
2019 Q1	$2K	Sell	34 -33	-49%	-$1.5K	﹤0.01%	693
2018 Q4	$3K	Hold	67	–	–	﹤0.01%	631
2018 Q3	$3K	Hold	67	–	–	﹤0.01%	665
2018 Q2	$3K	Hold	67	–	–	﹤0.01%	656
2018 Q1	$3K	Buy	+67	New	+$2.82K	﹤0.01%	649

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

Institutional & Family Asset Management's BHP Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its BHP (BHP) stake by 3% in Q2 2024, selling an estimated $11.8K and leaving 6,455 shares worth $369K. The position accounts for 0.06% of the portfolio, ranked #124.

Institutional & Family Asset Management first reported a position in BHP in Q1 2018 and has held it in 13 quarters since. The position peaked at $455K in Q4 2023. 658 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

Institutional & Family Asset Management held 6,455 shares of BHP worth $369K as of Q2 2024.
Institutional & Family Asset Management sold 203 BHP shares in Q2 2024, an estimated $11.8K.
BHP made up 0.06% of Institutional & Family Asset Management's portfolio in Q2 2024, its #124 holding.
Institutional & Family Asset Management first reported a position in BHP in Q1 2018 and has held it in 13 quarters since.
Institutional & Family Asset Management's BHP position peaked at $455K in Q4 2023.
658 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.