Mount Yale Investment Advisors’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History

Mount Yale Investment Advisors’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	-8,085	Closed	-$410K	–	507
2021 Q3	$410K	Buy	+8,085	New	+$486K	0.05%	311

Other funds holding BBL

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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

Mount Yale Investment Advisors's BBL Position: Q4 2021 in Review

Mount Yale Investment Advisors sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q4 2021, closing a stake of 8,085 shares — an estimated $410K sold.

Mount Yale Investment Advisors first reported a position in BBL in Q3 2021 and held it in 1 quarter. The position peaked at $410K in Q3 2021. 234 funds tracked by Wall St. Rank hold BBL as of Q4 2021.

Mount Yale Investment Advisors 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.
Mount Yale Investment Advisors sold 8,085 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q4 2021, an estimated $410K.
Mount Yale Investment Advisors first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q3 2021 and held it in 1 quarter.
Mount Yale Investment Advisors's BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $410K in Q3 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 Mount Yale Investment Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.