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Loring Wolcott & Coolidge Fiduciary Advisors’s BHP BHP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q3 		– Sell
-400
Closed -$22.9K – 573
2024
Q2 		$22.9K Buy
+400
New +$23.2K ﹤0.01% 444
2024
Q1 		– Sell
-7,325
Closed -$448K – 568
2023
Q4 		$448K Hold
7,325
– – ﹤0.01% 208
2023
Q3 		$432K Buy
7,325
+62
+0.9% +$3.62K ﹤0.01% 208
2023
Q2 		$433K Buy
+7,263
New +$433K ﹤0.01% 221
2016
Q4 		– Sell
-476
Closed -$15K – 597
2016
Q3 		$15K Buy
476
+140
+42% +$3.84K ﹤0.01% 501
2016
Q2 		$9K Hold
336
– – ﹤0.01% 549
2016
Q1 		$8K Hold
336
– – ﹤0.01% 550
2015
Q4 		$8K Hold
336
– – ﹤0.01% 572
2015
Q3 		$12K Hold
336
– – ﹤0.01% 530
2015
Q2 		$12K Sell
336
-19
-5% -$767 ﹤0.01% 530
2015
Q1 		$14K Hold
355
– – ﹤0.01% 535
2014
Q4 		$14K Hold
355
– – ﹤0.01% 526
2014
Q3 		$18K Buy
355
+148
+71% +$8.61K ﹤0.01% 484
2014
Q2 		$12K Sell
207
-15,434
-99% -$907K ﹤0.01% 543
2014
Q1 		$896K Hold
15,641
– – 0.02% 155
2013
Q4 		$902K Sell
15,641
-842
-5% -$48.7K 0.02% 152
2013
Q3 		$927K Sell
16,483
-1,419
-8% -$77.2K 0.03% 148
2013
Q2 		$873K Buy
+17,902
New +$992K 0.03% 156

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BHP Position: Q3 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of BHP (BHP) in Q3 2024, closing a stake of 400 shares — an estimated $22.9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BHP in Q2 2013 and held it in 18 quarters. The position peaked at $927K in Q3 2013. 664 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining BHP position as of Q3 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 400 BHP shares in Q3 2024, an estimated $22.9K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BHP in Q2 2013 and held it in 18 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's BHP position peaked at $927K in Q3 2013.
  • 664 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.