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Jefferies Group’s BHP BHP Stock Holding History

Jefferies Group’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
2022
Q3 		$1M Buy
20,000
+15,000
+300% +$794K 0.01% 813
2022
Q2 		$281K Buy
+5,000
New +$310K ﹤0.01% 1187
2019
Q1 		– Sell
-7,168
Closed -$309K – 2316
2018
Q4 		$309K Buy
+7,168
New +$300K ﹤0.01% 1645
2017
Q4 		– Sell
-37,670
Closed -$1.36M – 2490
2017
Q3 		$1.36M Buy
37,670
+15,565
+70% +$569K 0.01% 1139
2017
Q2 		$702K Sell
22,105
-16,906
-43% -$536K ﹤0.01% 1456
2017
Q1 		$1.26M Buy
39,011
+13,982
+56% +$483K 0.01% 1160
2016
Q4 		$799K Buy
+25,029
New +$810K ﹤0.01% 1391
2016
Q2 		– Sell
-92,426
Closed -$2.3M – 2144
2016
Q1 		$2.13M Sell
92,426
-352,611
-79% -$7.46M 0.01% 811
2015
Q4 		$10.2M Buy
+445,037
New +$11.9M 0.06% 260
2015
Q3 		– Sell
-47,437
Closed -$1.54M – 2311
2015
Q2 		$1.72M Sell
47,437
-12,396
-21% -$500K 0.01% 990
2015
Q1 		$2.35M Buy
+59,833
New +$2.43M 0.01% 708
2014
Q4 		– Sell
-100,171
Closed -$4.99M – 1952
2014
Q3 		$4.99M Buy
100,171
+35,502
+55% +$2.06M 0.03% 421
2014
Q2 		$3.74M Sell
64,669
-62,093
-49% -$3.65M 0.03% 417
2014
Q1 		$7.26M Buy
126,762
+112,570
+793% +$6.31M 0.07% 221
2013
Q4 		$818K Sell
14,192
-71,336
-83% -$4.13M 0.01% 924
2013
Q3 		$4.81M Buy
85,528
+26,605
+45% +$1.45M 0.05% 340
2013
Q2 		$2.87M Buy
+58,923
New +$3.27M 0.03% 379

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jefferies Group's BHP Position: Q3 2022 in Review

Jefferies Group increased its BHP (BHP) stake by 300% in Q3 2022, buying an estimated $794K and bringing the position to 20,000 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #813.

Jefferies Group first reported a position in BHP in Q2 2013 and has held it in 17 quarters since. The position peaked at $10.2M in Q4 2015. 555 funds tracked by Wall St. Rank hold BHP as of Q3 2022.

  • Jefferies Group held 20,000 shares of BHP worth $1M as of Q3 2022.
  • Jefferies Group bought 15,000 BHP shares in Q3 2022, an estimated $794K.
  • BHP made up 0.01% of Jefferies Group's portfolio in Q3 2022, its #813 holding.
  • Jefferies Group first reported a position in BHP in Q2 2013 and has held it in 17 quarters since.
  • Jefferies Group's BHP position peaked at $10.2M in Q4 2015.
  • 555 funds tracked by Wall St. Rank held BHP as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.