Marshall Wace North America’s BHP BHP Stock Holding History

Marshall Wace North America’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	$44.6M	Buy	933,633 +740,392	+383%	+$45.2M	0.19%	115
2021 Q2	$12.6M	Sell	193,241 -83,516	-30%	-$5.52M	0.05%	337
2021 Q1	$17.1M	Sell	276,757 -333,002	-55%	-$21.4M	0.07%	284
2020 Q4	$35.5M	Buy	609,759 +578,141	+1,829%	+$29M	0.16%	156
2020 Q3	$1.46M	Buy	+31,618	New	+$1.52M	0.01%	694
2020 Q1	–	Sell	-264,678	Closed	-$12.9M	–	1237
2019 Q4	$12.9M	Sell	264,678 -50,933	-16%	-$2.31M	0.06%	255
2019 Q3	$13.9M	Buy	315,611 +185,850	+143%	+$8.68M	0.08%	209
2019 Q2	$6.73M	Sell	129,761 -179,446	-58%	-$8.67M	0.04%	300
2019 Q1	$15.1M	Buy	+309,207	New	+$14.1M	0.11%	164
2018 Q2	–	Sell	-152,852	Closed	-$6.06M	–	1394
2018 Q1	$6.06M	Sell	152,852 -8,449	-5%	-$356K	0.03%	522
2017 Q4	$6.62M	Sell	161,301 -1,334,318	-89%	-$50.2M	0.04%	501
2017 Q3	$54.7M	Buy	1,495,619 +1,429,176	+2,151%	+$52.2M	0.35%	68
2017 Q2	$2.13M	Buy	+66,443	New	+$2.11M	0.02%	732

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

Marshall Wace North America's BHP Position: Q3 2021 in Review

Marshall Wace North America increased its BHP (BHP) stake by 383% in Q3 2021, buying an estimated $45.2M and bringing the position to 933,633 shares worth $44.6M. The position accounts for 0.19% of the portfolio, ranked #115.

Marshall Wace North America first reported a position in BHP in Q2 2017 and has held it in 13 quarters since. The position peaked at $54.7M in Q3 2017. 489 funds tracked by Wall St. Rank hold BHP as of Q3 2021.

Marshall Wace North America held 933,633 shares of BHP worth $44.6M as of Q3 2021.
Marshall Wace North America bought 740,392 BHP shares in Q3 2021, an estimated $45.2M.
BHP made up 0.19% of Marshall Wace North America's portfolio in Q3 2021, its #115 holding.
Marshall Wace North America first reported a position in BHP in Q2 2017 and has held it in 13 quarters since.
Marshall Wace North America's BHP position peaked at $54.7M in Q3 2017.
489 funds tracked by Wall St. Rank held BHP as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.