Lee, Danner & Bass’s BHP BHP Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-32	Closed	-$1.56K	–	269
2024 Q4	$1.56K	Buy	+32	New	+$1.74K	﹤0.01%	696

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lee, Danner & Bass's BHP Position: Q1 2025 in Review

Lee, Danner & Bass sold out of BHP (BHP) in Q1 2025, closing a stake of 32 shares — an estimated $1.56K sold.

Lee, Danner & Bass first reported a position in BHP in Q4 2024 and held it in 1 quarter. The position peaked at $1.56K in Q4 2024. 621 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

Lee, Danner & Bass reported no remaining BHP position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 32 BHP shares in Q1 2025, an estimated $1.56K.
Lee, Danner & Bass first reported a position in BHP in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's BHP position peaked at $1.56K in Q4 2024.
621 funds tracked by Wall St. Rank held BHP as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.