Park Avenue Securities’s BHP BHP Stock Holding History

Park Avenue Securities’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
2026 Q1	$1.86M	Buy	25,574 +2,289	+10%	+$162K	0.01%	582
2025 Q4	$1.41M	Sell	23,285 -365	-2%	-$20.7K	0.01%	661
2025 Q3	$1.32M	Buy	+23,650	New	+$1.26M	0.01%	758
2025 Q1	–	Sell	-18,080	Closed	-$883K	–	1202
2024 Q4	$883K	Buy	18,080 +1,824	+11%	+$99.2K	0.01%	829
2024 Q3	$1.01M	Sell	16,256 -4,620	-22%	-$255K	0.01%	680
2024 Q2	$1.19M	Buy	20,876 +860	+4%	+$50K	0.01%	592
2024 Q1	$1.16M	Sell	20,016 -127	-0.6%	-$7.6K	0.01%	599
2023 Q4	$1.38M	Buy	20,143 +3,745	+23%	+$226K	0.02%	492
2023 Q3	$933K	Sell	16,398 -413	-2%	-$24.1K	0.01%	582
2023 Q2	$1M	Sell	16,811 -991	-6%	-$59.1K	0.02%	474
2023 Q1	$1.13M	Buy	17,802 +1,640	+10%	+$106K	0.02%	421
2022 Q4	$1M	Buy	16,162 +1,754	+12%	+$98.6K	0.02%	517
2022 Q3	$721K	Sell	14,408 -1,114	-7%	-$59K	0.01%	589
2022 Q2	$872K	Buy	15,522 +1,823	+13%	+$113K	0.02%	521
2022 Q1	$944K	Buy	13,699 +5,739	+72%	+$349K	0.02%	509
2021 Q4	$429K	Buy	7,960 +588	+8%	+$29.4K	0.01%	781
2021 Q3	$352K	Sell	7,372 -1,186	-14%	-$72.4K	0.01%	799
2021 Q2	$556K	Buy	8,558 +574	+7%	+$38K	0.01%	590
2021 Q1	$494K	Buy	7,984 +4,377	+121%	+$282K	0.01%	589
2020 Q4	$210K	Buy	+3,607	New	+$181K	0.01%	800

Other funds holding BHP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return