Mackenzie Financial’s BHP BHP Stock Holding History

Mackenzie 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
2023 Q4	–	Sell	-138,700	Closed	-$7.62M	–	1510
2023 Q3	$7.62M	Sell	138,700 -51,400	-27%	-$3M	0.01%	468
2023 Q2	$11.6M	Sell	190,100 -5,200	-3%	-$310K	0.02%	426
2023 Q1	$12.4M	Sell	195,300 -2,100	-1%	-$135K	0.02%	413
2022 Q4	$12.2M	Buy	197,400 +151,900	+334%	+$8.54M	0.02%	375
2022 Q3	$2.28M	Buy	+45,500	New	+$2.41M	﹤0.01%	667
2021 Q3	–	Sell	-237,374	Closed	-$15.4M	–	1438
2021 Q2	$15.4M	Sell	237,374 -155	-0.1%	-$10.2K	0.02%	382
2021 Q1	$14.7M	Buy	+237,529	New	+$15.3M	0.02%	363

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 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

Mackenzie Financial's BHP Position: Q4 2023 in Review

Mackenzie Financial sold out of BHP (BHP) in Q4 2023, closing a stake of 138,700 shares — an estimated $7.62M sold.

Mackenzie Financial first reported a position in BHP in Q1 2021 and held it in 7 quarters. The position peaked at $15.4M in Q2 2021. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

Mackenzie Financial reported no remaining BHP position as of Q4 2023 after selling out during the quarter.
Mackenzie Financial sold 138,700 BHP shares in Q4 2023, an estimated $7.62M.
Mackenzie Financial first reported a position in BHP in Q1 2021 and held it in 7 quarters.
Mackenzie Financial's BHP position peaked at $15.4M in Q2 2021.
701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on Mackenzie Financial's 13F filing for Q4 2023, filed 30 Jan 2024.