Noesis Capital Mangement’s BHP BHP Stock Holding History

Noesis Capital Mangement’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 Q1	–	Sell	-4,395	Closed	-$300K	–	95
2023 Q4	$300K	Hold	4,395	–	–	0.07%	81
2023 Q3	$250K	Hold	4,395	–	–	0.07%	88
2023 Q2	$262K	Hold	4,395	–	–	0.06%	91
2023 Q1	$279K	Hold	4,395	–	–	0.07%	88
2022 Q4	$273K	Hold	4,395	–	–	0.08%	87
2022 Q3	$220K	Hold	4,395	–	–	0.07%	95
2022 Q2	$247K	Sell	4,395 -532	-11%	-$33K	0.07%	89
2022 Q1	$340K	Hold	4,927	–	–	0.08%	79
2021 Q4	$265K	Hold	4,927	–	–	0.05%	105
2021 Q3	$235K	Sell	4,927 -100	-2%	-$6.11K	0.05%	121
2021 Q2	$334K	Hold	5,027	–	–	0.07%	83
2021 Q1	$311K	Buy	5,027 +100	+2%	+$6.44K	0.07%	82
2020 Q4	$287K	Hold	4,927	–	–	0.07%	83
2020 Q3	$227K	Hold	4,927	–	–	0.06%	93
2020 Q2	$219K	Buy	+4,927	New	+$193K	0.07%	99
2020 Q1	–	Sell	-4,927	Closed	-$240K	–	107
2019 Q4	$240K	Buy	+4,927	New	+$224K	0.07%	107

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

Dimensional Fund Advisors

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return