Pathstone Family Office’s BHP BHP Stock Holding History

Pathstone Family Office’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
2016 Q1	–	Sell	-4,484	Closed	-$1K	–	178
2015 Q4	$1K	Buy	+4,484	New	+$120K	﹤0.01%	86

Other funds holding BHP

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Pathstone Family Office's BHP Position: Q1 2023 in Review

Pathstone Family Office sold out of BHP (BHP) in Q1 2023, closing a stake of 9,449 shares — an estimated $587K sold.

Pathstone Family Office first reported a position in BHP in Q2 2013 and held it in 3 quarters. The position peaked at $601K in Q3 2022. 666 funds tracked by Wall St. Rank hold BHP as of Q1 2023.

Pathstone Family Office reported no remaining BHP position as of Q1 2023 after selling out during the quarter.
Pathstone Family Office sold 9,449 BHP shares in Q1 2023, an estimated $587K.
Pathstone Family Office first reported a position in BHP in Q2 2013 and held it in 3 quarters.
Pathstone Family Office's BHP position peaked at $601K in Q3 2022.
666 funds tracked by Wall St. Rank held BHP as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.