Lee Financial’s BHP BHP Stock Holding History

Lee Financial’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 Q1	–	Sell	-66	Closed	-$4.51K	–	227
2023 Q4	$4.51K	Hold	66	–	–	﹤0.01%	569
2023 Q3	$3.75K	Buy	+66	New	+$3.86K	﹤0.01%	563
2023 Q1	–	Sell	-500	Closed	-$31K	–	811
2022 Q4	$31K	Hold	500	–	–	0.01%	292
2022 Q3	$25K	Hold	500	–	–	﹤0.01%	307
2022 Q2	$28K	Sell	500 -61	-11%	-$3.79K	0.01%	294
2022 Q1	$39K	Hold	561	–	–	0.01%	266
2021 Q4	$30K	Hold	561	–	–	0.01%	310
2021 Q3	$27K	Hold	561	–	–	0.01%	294
2021 Q2	$36K	Hold	561	–	–	0.01%	260
2021 Q1	$35K	Hold	561	–	–	0.01%	254
2020 Q4	$33K	Hold	561	–	–	0.01%	240
2020 Q3	$26K	Hold	561	–	–	0.01%	285
2020 Q2	$25K	Buy	+561	New	+$22K	0.01%	257

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Lee Financial's BHP Position: Q1 2024 in Review

Lee Financial sold out of BHP (BHP) in Q1 2024, closing a stake of 66 shares — an estimated $4.51K sold.

Lee Financial first reported a position in BHP in Q2 2020 and held it in 13 quarters. The position peaked at $39K in Q1 2022. 686 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

Lee Financial reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 66 BHP shares in Q1 2024, an estimated $4.51K.
Lee Financial first reported a position in BHP in Q2 2020 and held it in 13 quarters.
Lee Financial's BHP position peaked at $39K in Q1 2022.
686 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.