Jacobi Capital Management’s BHP BHP Stock Holding History

Jacobi Capital 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
2021 Q4	–	Sell	-1,062	Closed	-$51K	–	514
2021 Q3	$51K	Buy	1,062 +834	+366%	+$50.9K	0.01%	647
2021 Q2	$15K	Buy	228 +179	+365%	+$11.8K	﹤0.01%	911
2021 Q1	$3K	Hold	49	–	–	﹤0.01%	1188
2020 Q4	$3K	Hold	49	–	–	﹤0.01%	1091
2020 Q3	$2K	Hold	49	–	–	﹤0.01%	1076
2020 Q2	$2K	Hold	49	–	–	﹤0.01%	1033
2020 Q1	$2K	Hold	49	–	–	﹤0.01%	945
2019 Q4	$2K	Hold	49	–	–	﹤0.01%	946
2019 Q3	$2K	Hold	49	–	–	﹤0.01%	928
2019 Q2	$3K	Hold	49	–	–	﹤0.01%	882
2019 Q1	$2K	Hold	49	–	–	﹤0.01%	876
2018 Q4	$2K	Hold	49	–	–	﹤0.01%	838
2018 Q3	$2K	Hold	49	–	–	﹤0.01%	884
2018 Q2	$2K	Hold	49	–	–	﹤0.01%	921
2018 Q1	$2K	Hold	49	–	–	﹤0.01%	886
2017 Q4	$2K	Hold	49	–	–	﹤0.01%	849
2017 Q3	$2K	Hold	49	–	–	﹤0.01%	827
2017 Q2	$2K	Hold	49	–	–	﹤0.01%	747
2017 Q1	$2K	Hold	49	–	–	﹤0.01%	624
2016 Q4	$2K	Hold	49	–	–	﹤0.01%	557
2016 Q3	$2K	Hold	49	–	–	﹤0.01%	634
2016 Q2	$1K	Buy	+49	New	+$1.22K	﹤0.01%	672

Other funds holding BHP

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

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

Fisher Asset Management

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return