Lenox Wealth Management’s BHP BHP Stock Holding History

Lenox Wealth Management’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
2020 Q2	$12K	Buy	277 +169	+156%	+$6.62K	﹤0.01%	411
2020 Q1	$3K	Sell	108 -374	-78%	-$15.6K	﹤0.01%	540
2019 Q4	$24K	Buy	482 +18	+4%	+$818	0.01%	342
2019 Q3	$20K	Buy	464 +26	+6%	+$1.21K	0.01%	359
2019 Q2	$22K	Hold	438	–	–	0.01%	334
2019 Q1	$21K	Buy	+438	New	+$20K	0.01%	344
2018 Q3	–	Sell	-152	Closed	-$7K	–	642
2018 Q2	$7K	Buy	+152	New	+$6.58K	﹤0.01%	400

Other funds holding BHP

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lenox Wealth Management's BHP Position: Q2 2020 in Review

Lenox Wealth Management increased its BHP (BHP) stake by 156% in Q2 2020, buying an estimated $6.62K and bringing the position to 277 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Lenox Wealth Management first reported a position in BHP in Q2 2018 and has held it in 7 quarters since. The position peaked at $24K in Q4 2019. 365 funds tracked by Wall St. Rank hold BHP as of Q2 2020.

Lenox Wealth Management held 277 shares of BHP worth $12K as of Q2 2020.
Lenox Wealth Management bought 169 BHP shares in Q2 2020, an estimated $6.62K.
BHP made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #411 holding.
Lenox Wealth Management first reported a position in BHP in Q2 2018 and has held it in 7 quarters since.
Lenox Wealth Management's BHP position peaked at $24K in Q4 2019.
365 funds tracked by Wall St. Rank held BHP as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.