Marino Stram & Associates’s BHP BHP Stock Holding History

Marino Stram & Associates’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
2021 Q3	–	Sell	-10,886	Closed	-$707K	–	158
2021 Q2	$707K	Buy	+10,886	New	+$720K	0.18%	99
2018 Q1	–	Sell	-275	Closed	-$11K	–	462
2017 Q4	$11K	Buy	+275	New	+$10.4K	0.01%	304

Other funds holding BHP

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

PPA

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

Marino Stram & Associates's BHP Position: Q3 2021 in Review

Marino Stram & Associates sold out of BHP (BHP) in Q3 2021, closing a stake of 10,886 shares — an estimated $707K sold.

Marino Stram & Associates first reported a position in BHP in Q4 2017 and held it in 2 quarters. The position peaked at $707K in Q2 2021. 489 funds tracked by Wall St. Rank hold BHP as of Q3 2021.

Marino Stram & Associates reported no remaining BHP position as of Q3 2021 after selling out during the quarter.
Marino Stram & Associates sold 10,886 BHP shares in Q3 2021, an estimated $707K.
Marino Stram & Associates first reported a position in BHP in Q4 2017 and held it in 2 quarters.
Marino Stram & Associates's BHP position peaked at $707K in Q2 2021.
489 funds tracked by Wall St. Rank held BHP as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.