Kowal Investment Group’s BHP BHP Stock Holding History

Kowal Investment 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
2021 Q4	–	Sell	-1,434	Closed	-$68K	–	210
2021 Q3	$68K	Buy	+1,434	New	+$87.6K	0.02%	208

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

Kowal Investment Group's BHP Position: Q4 2021 in Review

Kowal Investment Group sold out of BHP (BHP) in Q4 2021, closing a stake of 1,434 shares — an estimated $68K sold.

Kowal Investment Group first reported a position in BHP in Q3 2021 and held it in 1 quarter. The position peaked at $68K in Q3 2021. 504 funds tracked by Wall St. Rank hold BHP as of Q4 2021.

Kowal Investment Group reported no remaining BHP position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 1,434 BHP shares in Q4 2021, an estimated $68K.
Kowal Investment Group first reported a position in BHP in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's BHP position peaked at $68K in Q3 2021.
504 funds tracked by Wall St. Rank held BHP as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.