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Perpetual Ltd’s BHP BHP Stock Holding History

Perpetual Ltd’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
Q2 		– Sell
-355,309
Closed -$20.4M – 427
2024
Q1 		$20.4M Sell
355,309
-75,900
-18% -$4.54M 0.2% 86
2023
Q4 		$29.5M Sell
431,209
-90,100
-17% -$5.44M 0.3% 69
2023
Q3 		$29.7M Sell
521,309
-3,400
-0.6% -$199K 0.31% 67
2023
Q2 		$31.3M Sell
524,709
-199,470
-28% -$11.9M 0.27% 72
2023
Q1 		$45.9M Buy
+724,179
New +$46.7M 0.4% 71

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Perpetual Ltd's BHP Position: Q2 2024 in Review

Perpetual Ltd sold out of BHP (BHP) in Q2 2024, closing a stake of 355,309 shares — an estimated $20.4M sold.

Perpetual Ltd first reported a position in BHP in Q1 2023 and held it in 5 quarters. The position peaked at $45.9M in Q1 2023. 658 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

  • Perpetual Ltd reported no remaining BHP position as of Q2 2024 after selling out during the quarter.
  • Perpetual Ltd sold 355,309 BHP shares in Q2 2024, an estimated $20.4M.
  • Perpetual Ltd first reported a position in BHP in Q1 2023 and held it in 5 quarters.
  • Perpetual Ltd's BHP position peaked at $45.9M in Q1 2023.
  • 658 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on Perpetual Ltd's 13F filing for Q2 2024, filed 30 Jul 2024.