Principal Street Partners’s BHP BHP Stock Holding History

Principal Street Partners’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
2023 Q2	–	Sell	-5,339	Closed	-$340K	–	226
2023 Q1	$340K	Buy	5,339 +428	+9%	+$27.6K	0.09%	158
2022 Q4	$305K	Sell	4,911 -117	-2%	-$6.58K	0.08%	170
2022 Q3	$252K	Sell	5,028 -366	-7%	-$19.4K	0.07%	177
2022 Q2	$303K	Sell	5,394 -1,203	-18%	-$74.7K	0.08%	160
2022 Q1	$455K	Buy	+6,597	New	+$401K	0.1%	148

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Principal Street Partners's BHP Position: Q2 2023 in Review

Principal Street Partners sold out of BHP (BHP) in Q2 2023, closing a stake of 5,339 shares — an estimated $340K sold.

Principal Street Partners first reported a position in BHP in Q1 2022 and held it in 5 quarters. The position peaked at $455K in Q1 2022. 662 funds tracked by Wall St. Rank hold BHP as of Q2 2023.

Principal Street Partners reported no remaining BHP position as of Q2 2023 after selling out during the quarter.
Principal Street Partners sold 5,339 BHP shares in Q2 2023, an estimated $340K.
Principal Street Partners first reported a position in BHP in Q1 2022 and held it in 5 quarters.
Principal Street Partners's BHP position peaked at $455K in Q1 2022.
662 funds tracked by Wall St. Rank held BHP as of Q2 2023.

Based on Principal Street Partners's 13F filing for Q2 2023, filed 15 Aug 2023.