Operose Advisors’s BHP BHP Stock Holding History

Operose Advisors’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 Q4	–	Sell	-1,211	Closed	-$75.2K	–	450
2024 Q3	$75.2K	Hold	1,211	–	–	0.02%	223
2024 Q2	$69.1K	Hold	1,211	–	–	0.02%	205
2024 Q1	$69.9K	Hold	1,211	–	–	0.02%	218
2023 Q4	$82.7K	Hold	1,211	–	–	0.03%	174
2023 Q3	$68.9K	Buy	+1,211	New	+$70.8K	0.03%	254

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Operose Advisors's BHP Position: Q4 2024 in Review

Operose Advisors sold out of BHP (BHP) in Q4 2024, closing a stake of 1,211 shares — an estimated $75.2K sold.

Operose Advisors first reported a position in BHP in Q3 2023 and held it in 5 quarters. The position peaked at $82.7K in Q4 2023. 647 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

Operose Advisors reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
Operose Advisors sold 1,211 BHP shares in Q4 2024, an estimated $75.2K.
Operose Advisors first reported a position in BHP in Q3 2023 and held it in 5 quarters.
Operose Advisors's BHP position peaked at $82.7K in Q4 2023.
647 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.