Prelude Capital Management’s BHP BHP Stock Holding History

Prelude 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 Q3	–	Sell	-43,061	Closed	-$2.07M	–	1151
2025 Q2	$2.07M	Buy	+43,061	New	+$2.07M	0.2%	130
2024 Q4	–	Sell	-3,400	Closed	-$211K	–	1232
2024 Q3	$211K	Buy	+3,400	New	+$188K	0.02%	1043
2023 Q2	–	Sell	-44,010	Closed	-$2.79M	–	1134
2023 Q1	$2.79M	Buy	+44,010	New	+$2.84M	0.19%	142
2022 Q1	–	Hold	0	–	–	–	1859
2021 Q4	–	Hold	0	–	–	–	2001
2021 Q3	–	Hold	0	–	–	–	1768
2021 Q2	–	Hold	0	–	–	–	1667
2021 Q1	–	Hold	0	–	–	–	1557
2020 Q1	–	Hold	0	–	–	–	1472
2019 Q4	–	Sell	-34,134	Closed	-$1.55M	–	1950
2019 Q3	$1.5M	Buy	+34,134	New	+$1.59M	0.18%	240
2015 Q3	–	Sell	-54,705	Closed	-$1.99M	–	1489
2015 Q2	$1.99M	Buy	+54,705	New	+$2.21M	0.3%	82
2013 Q3	–	Hold	0	–	–	–	1713
2013 Q2	–	Hold	0	–	–	–	902

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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

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

Neuberger Berman Group

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