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 $10.6B AUM 19.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PPA

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

Jacobi Capital Management's BHP Position: Q4 2021 in Review

Jacobi Capital Management sold out of BHP (BHP) in Q4 2021, closing a stake of 1,062 shares — an estimated $51K sold.

Jacobi Capital Management first reported a position in BHP in Q2 2016 and held it in 22 quarters. The position peaked at $51K in Q3 2021. 504 funds tracked by Wall St. Rank hold BHP as of Q4 2021.

Jacobi Capital Management reported no remaining BHP position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 1,062 BHP shares in Q4 2021, an estimated $51K.
Jacobi Capital Management first reported a position in BHP in Q2 2016 and held it in 22 quarters.
Jacobi Capital Management's BHP position peaked at $51K in Q3 2021.
504 funds tracked by Wall St. Rank held BHP as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.