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Lake Street Advisors Group’s BHP BHP Stock Holding History

Lake Street Advisors 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
2024
Q4 		$399K Sell
8,164
-152
-2% -$8.26K 0.02% 376
2024
Q3 		$529K Sell
8,316
-623
-7% -$34.4K 0.02% 324
2024
Q2 		$510K Sell
8,939
-33
-0.4% -$1.92K 0.02% 312
2024
Q1 		$518K Sell
8,972
-691
-7% -$41.4K 0.02% 337
2023
Q4 		$660K Buy
+9,663
New +$583K 0.03% 284
2023
Q3 		– Sell
-10,417
Closed -$622K – 348
2023
Q2 		$622K Buy
10,417
+129
+1% +$7.69K 0.03% 197
2023
Q1 		$652K Sell
10,288
-127
-1% -$8.19K 0.04% 182
2022
Q4 		$646K Buy
+10,415
New +$586K 0.04% 172
2022
Q2 		– Sell
-11,607
Closed -$800K – 321
2022
Q1 		$800K Buy
+11,607
New +$705K 0.05% 156
2021
Q3 		– Sell
-4,691
Closed -$321K – 250
2021
Q2 		$321K Buy
4,691
+115
+3% +$7.6K 0.02% 233
2021
Q1 		$283K Buy
4,576
+120
+3% +$7.72K 0.02% 249
2020
Q4 		$260K Sell
4,456
-25
-0.6% -$1.25K 0.02% 251
2020
Q3 		$207K Buy
+4,481
New +$216K 0.02% 262

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
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
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
Goldman Sachs New York $871B 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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lake Street Advisors Group's BHP Position: Q4 2024 in Review

Lake Street Advisors Group reduced its BHP (BHP) stake by 1.8% in Q4 2024, selling an estimated $8.26K and leaving 8,164 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #376.

Lake Street Advisors Group first reported a position in BHP in Q3 2020 and has held it in 13 quarters since. The position peaked at $800K in Q1 2022. 646 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • Lake Street Advisors Group held 8,164 shares of BHP worth $399K as of Q4 2024.
  • Lake Street Advisors Group sold 152 BHP shares in Q4 2024, an estimated $8.26K.
  • BHP made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #376 holding.
  • Lake Street Advisors Group first reported a position in BHP in Q3 2020 and has held it in 13 quarters since.
  • Lake Street Advisors Group's BHP position peaked at $800K in Q1 2022.
  • 646 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.