Quilter Plc’s BHP BHP Stock Holding History

Quilter Plc’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	–	Sell	-2,759	Closed	-$2.75M	–	132
2023 Q3	$2.75M	Hold	2,759	–	–	0.01%	124
2023 Q2	$2.74M	Hold	2,759	–	–	0.01%	128
2023 Q1	$2.74M	Buy	+2,759	New	+$178K	0.01%	121
2021 Q4	–	Sell	-4,796	Closed	-$229K	–	159
2021 Q3	$229K	Buy	4,796 +177	+4%	+$10.8K	0.01%	263
2021 Q2	$300K	Buy	4,619 +79	+2%	+$5.22K	0.01%	231
2021 Q1	$281K	Buy	4,540 +284	+7%	+$18.3K	0.01%	261
2020 Q4	$248K	Buy	+4,256	New	+$213K	0.01%	239

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

Neuberger Berman Group New York $150B AUM 40.08% 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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Quilter Plc's BHP Position: Q4 2023 in Review

Quilter Plc sold out of BHP (BHP) in Q4 2023, closing a stake of 2,759 shares — an estimated $2.75M sold.

Quilter Plc first reported a position in BHP in Q4 2020 and held it in 7 quarters. The position peaked at $2.75M in Q3 2023. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

Quilter Plc reported no remaining BHP position as of Q4 2023 after selling out during the quarter.
Quilter Plc sold 2,759 BHP shares in Q4 2023, an estimated $2.75M.
Quilter Plc first reported a position in BHP in Q4 2020 and held it in 7 quarters.
Quilter Plc's BHP position peaked at $2.75M in Q3 2023.
701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on Quilter Plc's 13F filing for Q4 2023, filed 24 Jan 2024.