Putnam Investments’s BHP BHP Stock Holding History

Putnam Investments’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 Q4	$3.33M	Buy	48,706 +7,565	+18%	+$457K	﹤0.01%	588
2023 Q3	$2.34M	Buy	41,141 +3,210	+8%	+$188K	﹤0.01%	685
2023 Q2	$2.26M	Buy	37,931 +16,596	+78%	+$990K	﹤0.01%	709
2023 Q1	$1.35M	Buy	+21,335	New	+$1.38M	﹤0.01%	816
2017 Q1	–	Sell	-330,547	Closed	-$10.6M	–	1250
2016 Q4	$10.6M	Buy	+330,547	New	+$10.7M	0.03%	365
2015 Q2	–	Sell	-100,439	Closed	-$3.95M	–	1495
2015 Q1	$3.95M	Buy	+100,439	New	+$4.08M	0.01%	854

Other funds holding BHP

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Putnam Investments's BHP Position: Q4 2023 in Review

Putnam Investments increased its BHP (BHP) stake by 18% in Q4 2023, buying an estimated $457K and bringing the position to 48,706 shares worth $3.33M. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Putnam Investments first reported a position in BHP in Q1 2015 and has held it in 6 quarters since. The position peaked at $10.6M in Q4 2016. 702 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

Putnam Investments held 48,706 shares of BHP worth $3.33M as of Q4 2023.
Putnam Investments bought 7,565 BHP shares in Q4 2023, an estimated $457K.
BHP made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #588 holding.
Putnam Investments first reported a position in BHP in Q1 2015 and has held it in 6 quarters since.
Putnam Investments's BHP position peaked at $10.6M in Q4 2016.
702 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.