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 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Norges Bank Oslo, Norway $1T AUM

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Noesis Capital Mangement's BHP Position: Q1 2024 in Review

Noesis Capital Mangement sold out of BHP (BHP) in Q1 2024, closing a stake of 4,395 shares — an estimated $300K sold.

Noesis Capital Mangement first reported a position in BHP in Q4 2019 and held it in 16 quarters. The position peaked at $340K in Q1 2022. 686 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

Noesis Capital Mangement reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
Noesis Capital Mangement sold 4,395 BHP shares in Q1 2024, an estimated $300K.
Noesis Capital Mangement first reported a position in BHP in Q4 2019 and held it in 16 quarters.
Noesis Capital Mangement's BHP position peaked at $340K in Q1 2022.
686 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on Noesis Capital Mangement's 13F filing for Q1 2024, filed 3 May 2024.