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Norwood Financial’s BHP BHP Stock Holding History

Norwood Financial’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 		$11.5K Hold
200
– – 0.02% 239
2023
Q4 		$13.7K Sell
200
-100
-33% -$6.04K 0.02% 212
2023
Q3 		$17.1K Hold
300
– – 0.03% 195
2023
Q2 		$17.9K Hold
300
– – 0.03% 196
2023
Q1 		$19K Hold
300
– – 0.03% 184
2022
Q4 		$18.6K Hold
300
– – 0.03% 182
2022
Q3 		$15K Hold
300
– – 0.03% 187
2022
Q2 		$17K Sell
300
-36
-11% -$2.23K 0.03% 180
2022
Q1 		$23K Hold
336
– – 0.03% 177
2021
Q4 		$18K Buy
+336
New +$16.8K 0.03% 186

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Norwood Financial's BHP Position: Q1 2024 in Review

Norwood Financial held its BHP (BHP) position steady in Q1 2024 at 200 shares worth $11.5K. The position accounts for 0.02% of the portfolio, ranked #239.

Norwood Financial first reported a position in BHP in Q4 2021 and has held it in 10 quarters since. The position peaked at $23K in Q1 2022. 686 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

  • Norwood Financial held 200 shares of BHP worth $11.5K as of Q1 2024.
  • Norwood Financial left its BHP share count unchanged in Q1 2024.
  • BHP made up 0.02% of Norwood Financial's portfolio in Q1 2024, its #239 holding.
  • Norwood Financial first reported a position in BHP in Q4 2021 and has held it in 10 quarters since.
  • Norwood Financial's BHP position peaked at $23K in Q1 2022.
  • 686 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.