Parsons Capital Management’s BHP BHP Stock Holding History

Parsons Capital Management’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
2025 Q2	–	Sell	-4,690	Closed	-$228K	–	440
2025 Q1	$228K	Hold	4,690	–	–	0.01%	410
2024 Q4	$229K	Sell	4,690 -1,000	-18%	-$54.4K	0.01%	415
2024 Q3	$353K	Hold	5,690	–	–	0.02%	357
2024 Q2	$325K	Sell	5,690 -10,000	-64%	-$581K	0.02%	363
2024 Q1	$905K	Hold	15,690	–	–	0.06%	250
2023 Q4	$1.07M	Hold	15,690	–	–	0.08%	221
2023 Q3	$892K	Hold	15,690	–	–	0.07%	226
2023 Q2	$936K	Sell	15,690 -100	-0.6%	-$5.96K	0.07%	220
2023 Q1	$1M	Buy	+15,790	New	+$1.02M	0.08%	210
2022 Q2	–	Sell	-3,576	Closed	-$246K	–	412
2022 Q1	$246K	Buy	+3,576	New	+$217K	0.02%	394
2021 Q3	–	Sell	-3,576	Closed	-$232K	–	424
2021 Q2	$232K	Sell	3,576 -84	-2%	-$5.55K	0.02%	390
2021 Q1	$227K	Buy	+3,660	New	+$236K	0.02%	381
2014 Q2	–	Sell	-3,666	Closed	-$210K	–	351
2014 Q1	$210K	Hold	3,666	–	–	0.03%	320
2013 Q4	$211K	Hold	3,666	–	–	0.03%	308
2013 Q3	$206K	Sell	3,666 -532	-13%	-$28.9K	0.03%	298
2013 Q2	$205K	Buy	+4,198	New	+$233K	0.04%	286

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return