KLR Investment Advisors’s BHP BHP Stock Holding History

KLR Investment Advisors’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
2023 Q4	–	Sell	-21,402	Closed	-$1.36M	–	183
2023 Q3	$1.36M	Buy	21,402 +14,308	+202%	+$836K	1.23%	17
2023 Q2	$423K	Sell	7,094 -15,214	-68%	-$907K	0.35%	91
2023 Q1	$1.41M	Buy	+22,308	New	+$1.44M	1.24%	18

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KLR Investment Advisors's BHP Position: Q4 2023 in Review

KLR Investment Advisors sold out of BHP (BHP) in Q4 2023, closing a stake of 21,402 shares — an estimated $1.36M sold.

KLR Investment Advisors first reported a position in BHP in Q1 2023 and held it in 3 quarters. The position peaked at $1.41M in Q1 2023. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

KLR Investment Advisors reported no remaining BHP position as of Q4 2023 after selling out during the quarter.
KLR Investment Advisors sold 21,402 BHP shares in Q4 2023, an estimated $1.36M.
KLR Investment Advisors first reported a position in BHP in Q1 2023 and held it in 3 quarters.
KLR Investment Advisors's BHP position peaked at $1.41M in Q1 2023.
701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on KLR Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.