Mitchell & Pahl Private Wealth’s BHP BHP Stock Holding History

Mitchell & Pahl Private Wealth’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	-4,000	Closed	-$228K	–	146
2023 Q3	$228K	Hold	4,000	–	–	0.14%	145
2023 Q2	$239K	Buy	+4,000	New	+$239K	0.14%	145

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

Mitchell & Pahl Private Wealth's BHP Position: Q4 2023 in Review

Mitchell & Pahl Private Wealth sold out of BHP (BHP) in Q4 2023, closing a stake of 4,000 shares — an estimated $228K sold.

Mitchell & Pahl Private Wealth first reported a position in BHP in Q2 2023 and held it in 2 quarters. The position peaked at $239K in Q2 2023. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

Mitchell & Pahl Private Wealth reported no remaining BHP position as of Q4 2023 after selling out during the quarter.
Mitchell & Pahl Private Wealth sold 4,000 BHP shares in Q4 2023, an estimated $228K.
Mitchell & Pahl Private Wealth first reported a position in BHP in Q2 2023 and held it in 2 quarters.
Mitchell & Pahl Private Wealth's BHP position peaked at $239K in Q2 2023.
701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.