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Pinnacle Associates’s BHP BHP Stock Holding History

Pinnacle Associates’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
-3,840
Closed -$262K – 839
2024
Q3 		$262K Sell
3,840
-493
-11% -$27.2K ﹤0.01% 714
2024
Q2 		$247K Buy
4,333
+369
+9% +$21.4K ﹤0.01% 734
2024
Q1 		$229K Buy
3,964
+124
+3% +$7.42K ﹤0.01% 764
2023
Q4 		$262K Sell
3,840
-5,865
-60% -$354K ﹤0.01% 724
2023
Q3 		$552K Sell
9,705
-2,730
-22% -$160K 0.01% 550
2023
Q2 		$742K Sell
12,435
-417
-3% -$24.9K 0.01% 508
2023
Q1 		$815K Sell
12,852
-769
-6% -$49.6K 0.02% 445
2022
Q4 		$845K Buy
13,621
+6,393
+88% +$360K 0.02% 427
2022
Q3 		$362K Sell
7,228
-2,976
-29% -$158K 0.01% 558
2022
Q2 		$573K Sell
10,204
-3,331
-25% -$207K 0.01% 501
2022
Q1 		$933K Buy
13,535
+1,940
+17% +$118K 0.02% 455
2021
Q4 		$624K Sell
11,595
-46,885
-80% -$2.34M 0.01% 523
2021
Q3 		$2.79M Buy
58,480
+1,885
+3% +$115K 0.05% 288
2021
Q2 		$3.68M Buy
56,595
+98
+0.2% +$6.48K 0.07% 255
2021
Q1 		$3.5M Buy
+56,497
New +$3.64M 0.07% 251
2015
Q4 		– Sell
-7,297
Closed -$206K – 651
2015
Q3 		$206K Sell
7,297
-706
-9% -$22.9K ﹤0.01% 587
2015
Q2 		$291K Sell
8,003
-138
-2% -$5.57K 0.01% 547
2015
Q1 		$320K Buy
8,141
+71
+0.9% +$2.88K 0.01% 538
2014
Q4 		$323K Sell
8,070
-225
-3% -$10.4K 0.01% 521
2014
Q3 		$413K Sell
8,295
-555
-6% -$32.3K 0.01% 485
2014
Q2 		$512K Sell
8,850
-35
-0.4% -$2.06K 0.01% 459
2014
Q1 		$509K Sell
8,885
-899
-9% -$50.4K 0.01% 455
2013
Q4 		$564K Sell
9,784
-272
-3% -$15.7K 0.01% 439
2013
Q3 		$565K Sell
10,056
-651
-6% -$35.4K 0.01% 426
2013
Q2 		$522K Buy
+10,707
New +$593K 0.01% 415

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pinnacle Associates's BHP Position: Q4 2024 in Review

Pinnacle Associates sold out of BHP (BHP) in Q4 2024, closing a stake of 3,840 shares — an estimated $262K sold.

Pinnacle Associates first reported a position in BHP in Q2 2013 and held it in 25 quarters. The position peaked at $3.68M in Q2 2021. 646 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • Pinnacle Associates reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Associates sold 3,840 BHP shares in Q4 2024, an estimated $262K.
  • Pinnacle Associates first reported a position in BHP in Q2 2013 and held it in 25 quarters.
  • Pinnacle Associates's BHP position peaked at $3.68M in Q2 2021.
  • 646 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Pinnacle Associates's 13F filing for Q4 2024, filed 14 Feb 2025.