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Prudent Man Advisors’s BHP BHP Stock Holding History

Prudent Man Advisors’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
Q1 		– Sell
-3,293
Closed -$225K – 179
2023
Q4 		$225K Sell
3,293
-629
-16% -$38K 0.08% 158
2023
Q3 		$223K Sell
3,922
-131
-3% -$7.66K 0.09% 158
2023
Q2 		$242K Hold
4,053
– – 0.09% 161
2023
Q1 		$257K Hold
4,053
– – 0.1% 151
2022
Q4 		$251K Buy
+4,053
New +$228K 0.1% 160

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Prudent Man Advisors's BHP Position: Q1 2024 in Review

Prudent Man Advisors sold out of BHP (BHP) in Q1 2024, closing a stake of 3,293 shares — an estimated $225K sold.

Prudent Man Advisors first reported a position in BHP in Q4 2022 and held it in 5 quarters. The position peaked at $257K in Q1 2023. 686 funds tracked by Wall St. Rank hold BHP as of Q1 2024.

  • Prudent Man Advisors reported no remaining BHP position as of Q1 2024 after selling out during the quarter.
  • Prudent Man Advisors sold 3,293 BHP shares in Q1 2024, an estimated $225K.
  • Prudent Man Advisors first reported a position in BHP in Q4 2022 and held it in 5 quarters.
  • Prudent Man Advisors's BHP position peaked at $257K in Q1 2023.
  • 686 funds tracked by Wall St. Rank held BHP as of Q1 2024.

Based on Prudent Man Advisors's 13F filing for Q1 2024, filed 14 May 2024.