Moody Lynn & Lieberson’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History

Moody Lynn & Lieberson’s Portfolio BBL Stock Details BBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-15,618	Closed	-$792K	–	249
2021 Q3	$792K	Sell	15,618 -154,611	-91%	-$9.3M	0.06%	130
2021 Q2	$10.2M	Buy	170,229 +32,902	+24%	+$2.01M	0.77%	42
2021 Q1	$7.95M	Buy	+137,327	New	+$8.16M	0.66%	47
2020 Q4	–	Sell	-148,156	Closed	-$6.32M	–	219
2020 Q3	$6.32M	Buy	+148,156	New	+$6.62M	0.63%	46

Other funds holding BBL

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Moody Lynn & Lieberson's BBL Position: Q4 2021 in Review

Moody Lynn & Lieberson sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q4 2021, closing a stake of 15,618 shares — an estimated $792K sold.

Moody Lynn & Lieberson first reported a position in BBL in Q3 2020 and held it in 4 quarters. The position peaked at $10.2M in Q2 2021. 234 funds tracked by Wall St. Rank hold BBL as of Q4 2021.

Moody Lynn & Lieberson reported no remaining BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position as of Q4 2021 after selling out during the quarter.
Moody Lynn & Lieberson sold 15,618 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q4 2021, an estimated $792K.
Moody Lynn & Lieberson first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q3 2020 and held it in 4 quarters.
Moody Lynn & Lieberson's BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $10.2M in Q2 2021.
234 funds tracked by Wall St. Rank held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) as of Q4 2021.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2021, filed 26 Jan 2022.