Keel Point’s BHP BHP Stock Holding History

Keel Point’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 Q4	–	Sell	-3,423	Closed	-$213K	–	439
2024 Q3	$213K	Buy	+3,423	New	+$189K	0.02%	409
2024 Q2	–	Sell	-3,719	Closed	-$215K	–	441
2024 Q1	$215K	Sell	3,719 -292	-7%	-$17.5K	0.02%	354
2023 Q4	$274K	Buy	4,011 +141	+4%	+$8.51K	0.03%	269
2023 Q3	$220K	Sell	3,870 -46	-1%	-$2.69K	0.03%	285
2023 Q2	$234K	Sell	3,916 -91	-2%	-$5.43K	0.03%	285
2023 Q1	$254K	Buy	4,007 +32	+0.8%	+$2.06K	0.04%	251
2022 Q4	$247K	Sell	3,975 -531	-12%	-$29.9K	0.04%	248
2022 Q3	$225K	Buy	+4,506	New	+$239K	0.04%	225
2022 Q2	–	Sell	-4,543	Closed	-$313K	–	263
2022 Q1	$313K	Buy	+4,543	New	+$276K	0.05%	198
2021 Q3	–	Sell	-3,324	Closed	-$216K	–	269
2021 Q2	$216K	Sell	3,324 -100	-3%	-$6.61K	0.03%	244
2021 Q1	$212K	Buy	+3,424	New	+$220K	0.02%	257

Other funds holding BHP

Fisher Asset Management

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Bank of America

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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