Plimoth Trust’s BHP BHP Stock Holding History

Plimoth Trust’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
2022 Q2	–	Sell	-3,296	Closed	-$227K	–	164
2022 Q1	$227K	Buy	+3,296	New	+$200K	0.06%	163
2021 Q3	–	Sell	-3,251	Closed	-$211K	–	162
2021 Q2	$211K	Sell	3,251 -196	-6%	-$13K	0.06%	163
2021 Q1	$213K	Sell	3,447 -583	-14%	-$37.5K	0.06%	162
2020 Q4	$235K	Sell	4,030 -845	-17%	-$42.4K	0.07%	151
2020 Q3	$225K	Sell	4,875 -359	-7%	-$17.3K	0.08%	152
2020 Q2	$232K	Buy	+5,234	New	+$205K	0.08%	153
2020 Q1	–	Sell	-6,248	Closed	-$305K	–	158
2019 Q4	$305K	Sell	6,248 -79	-1%	-$3.59K	0.1%	161
2019 Q3	$279K	Sell	6,327 -1,014	-14%	-$47.4K	0.09%	176
2019 Q2	$380K	Sell	7,341 -197	-3%	-$9.52K	0.13%	155
2019 Q1	$367K	Sell	7,538 -16	-0.2%	-$729	0.12%	151
2018 Q4	$326K	Sell	7,554 -570	-7%	-$23.9K	0.12%	158
2018 Q3	$361K	Sell	8,124 -112	-1%	-$4.85K	0.12%	159
2018 Q2	$367K	Sell	8,236 -404	-5%	-$17.5K	0.13%	156
2018 Q1	$343K	Sell	8,640 -751	-8%	-$31.6K	0.12%	162
2017 Q4	$386K	Buy	+9,391	New	+$354K	0.14%	145

Other funds holding BHP

Fisher Asset Management

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Norges Bank Oslo, Norway $935B AUM

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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