McKinley Capital Management’s BHP BHP Stock Holding History

McKinley Capital 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
2024 Q2	$550K	Sell	9,642 -139	-1%	-$8.08K	0.1%	108
2024 Q1	$564K	Buy	9,781 +168	+2%	+$10.1K	0.07%	154
2023 Q4	$657K	Buy	9,613 +184	+2%	+$11.1K	0.08%	141
2023 Q3	$536K	Buy	9,429 +184	+2%	+$10.8K	0.08%	147
2023 Q2	$552K	Sell	9,245 -44	-0.5%	-$2.62K	0.07%	150
2023 Q1	$589K	Sell	9,289 -85	-0.9%	-$5.48K	0.08%	151
2022 Q4	$582K	Sell	9,374 -717	-7%	-$40.3K	0.08%	153
2022 Q3	$505K	Sell	10,091 -7,122	-41%	-$377K	0.07%	154
2022 Q2	$967K	Sell	17,213 -2,010	-10%	-$125K	0.13%	136
2022 Q1	$1.32M	Buy	+19,223	New	+$1.17M	0.13%	126
2014 Q3	–	Sell	-2,193	Closed	-$127K	–	322
2014 Q2	$127K	Sell	2,193 -22,540	-91%	-$1.32M	0.01%	318
2014 Q1	$1.42M	Sell	24,733 -68,283	-73%	-$3.83M	0.06%	201
2013 Q4	$5.36M	Buy	93,016 +68,514	+280%	+$3.96M	0.21%	112
2013 Q3	$1.38M	Buy	24,502 +22,198	+963%	+$1.21M	0.06%	203
2013 Q2	$112K	Buy	+2,304	New	+$128K	0.01%	324

Other funds holding BHP

Fisher Asset Management

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return