Mendota Financial Group’s BHP BHP Stock Holding History

Mendota Financial Group’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
2025 Q1	–	Sell	-12	Closed	-$586	–	138
2024 Q4	$586	Sell	12 -41	-77%	-$2.23K	﹤0.01%	321
2024 Q3	$3.29K	Buy	53 +18	+51%	+$994	﹤0.01%	286
2024 Q2	$2K	Buy	+35	New	+$2.03K	﹤0.01%	279

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

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mendota Financial Group's BHP Position: Q1 2025 in Review

Mendota Financial Group sold out of BHP (BHP) in Q1 2025, closing a stake of 12 shares — an estimated $586 sold.

Mendota Financial Group first reported a position in BHP in Q2 2024 and held it in 3 quarters. The position peaked at $3.29K in Q3 2024. 623 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

Mendota Financial Group reported no remaining BHP position as of Q1 2025 after selling out during the quarter.
Mendota Financial Group sold 12 BHP shares in Q1 2025, an estimated $586.
Mendota Financial Group first reported a position in BHP in Q2 2024 and held it in 3 quarters.
Mendota Financial Group's BHP position peaked at $3.29K in Q3 2024.
623 funds tracked by Wall St. Rank held BHP as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.