Luminus Management’s BHP BHP Stock Holding History

Luminus 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
2019 Q4	–	Sell	-4,945	Closed	-$218K	–	98
2019 Q3	$218K	Sell	4,945 -273,168	-98%	-$12.8M	0.01%	100
2019 Q2	$14.4M	Buy	278,113 +174,869	+169%	+$8.45M	0.35%	60
2019 Q1	$5.04M	Buy	+103,244	New	+$4.71M	0.11%	95
2018 Q4	–	Sell	-185,964	Closed	-$8.27K	–	143
2018 Q3	$8.27K	Buy	+185,964	New	+$8.06M	0.13%	89
2018 Q2	–	Sell	-385,429	Closed	-$15.3M	–	150
2018 Q1	$15.3M	Sell	385,429 -345,586	-47%	-$14.5M	0.32%	65
2017 Q4	$30M	Buy	+731,015	New	+$27.5M	0.64%	34
2017 Q3	–	Sell	-280,250	Closed	-$8.9M	–	149
2017 Q2	$8.9M	Buy	+280,250	New	+$8.89M	0.19%	94
2015 Q2	–	Sell	-201,791	Closed	-$7.93M	–	143
2015 Q1	$7.93M	Buy	+201,791	New	+$8.19M	0.28%	64

Other funds holding BHP

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Luminus Management's BHP Position: Q4 2019 in Review

Luminus Management sold out of BHP (BHP) in Q4 2019, closing a stake of 4,945 shares — an estimated $218K sold.

Luminus Management first reported a position in BHP in Q1 2015 and held it in 8 quarters. The position peaked at $30M in Q4 2017. 410 funds tracked by Wall St. Rank hold BHP as of Q4 2019.

Luminus Management reported no remaining BHP position as of Q4 2019 after selling out during the quarter.
Luminus Management sold 4,945 BHP shares in Q4 2019, an estimated $218K.
Luminus Management first reported a position in BHP in Q1 2015 and held it in 8 quarters.
Luminus Management's BHP position peaked at $30M in Q4 2017.
410 funds tracked by Wall St. Rank held BHP as of Q4 2019.

Based on Luminus Management's 13F filing for Q4 2019, filed 14 Feb 2020.