Lourd Capital’s BHP BHP Stock Holding History

Lourd Capital’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
2019 Q1	–	Sell	-7,274	Closed	-$313K	–	147
2018 Q4	$313K	Buy	7,274 +393	+6%	+$16.5K	0.02%	188
2018 Q3	$306K	Buy	+6,881	New	+$298K	0.02%	210
2018 Q1	–	Sell	-6,461	Closed	-$265K	–	140
2017 Q4	$265K	Buy	+6,461	New	+$243K	0.02%	262

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

Lourd Capital's BHP Position: Q1 2019 in Review

Lourd Capital sold out of BHP (BHP) in Q1 2019, closing a stake of 7,274 shares — an estimated $313K sold.

Lourd Capital first reported a position in BHP in Q4 2017 and held it in 3 quarters. The position peaked at $313K in Q4 2018. 407 funds tracked by Wall St. Rank hold BHP as of Q1 2019.

Lourd Capital reported no remaining BHP position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 7,274 BHP shares in Q1 2019, an estimated $313K.
Lourd Capital first reported a position in BHP in Q4 2017 and held it in 3 quarters.
Lourd Capital's BHP position peaked at $313K in Q4 2018.
407 funds tracked by Wall St. Rank held BHP as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.