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	$3.85M	Hold	77,000	–	–	0.03%	407
2022 Q2	$4.33M	Buy	+77,000	New	+$4.78M	0.04%	390
2020 Q4	–	Sell	-25,110	Closed	-$1.16M	–	1564
2020 Q3	$1.16M	Buy	+25,110	New	+$1.21M	0.01%	751
2020 Q1	–	Sell	-74,547	Closed	-$3.64M	–	2076
2019 Q4	$3.64M	Buy	+74,547	New	+$3.39M	0.03%	691
2016 Q2	–	Sell	-170,392	Closed	-$3.94M	–	2143
2016 Q1	$3.94M	Buy	+170,392	New	+$3.61M	0.02%	577
2015 Q4	–	Sell	-153,577	Closed	-$4.33M	–	2282
2015 Q3	$4.33M	Buy	153,577 +73,986	+93%	+$2.4M	0.02%	552
2015 Q2	$2.89M	Buy	+79,591	New	+$3.21M	0.01%	743
2014 Q4	–	Sell	-106,439	Closed	-$5.3M	–	1951
2014 Q3	$5.3M	Buy	+106,439	New	+$6.19M	0.04%	401

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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.