S.C. Financial Services’s BHP BHP Stock Holding History

S.C. Financial Services’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
2022 Q4	$330K	Hold	5,320	–	–	0.51%	68
2022 Q3	$266K	Buy	5,320 +345	+7%	+$18.3K	0.42%	85
2022 Q2	$279K	Sell	4,975 -602	-11%	-$37.4K	0.43%	82
2022 Q1	$384K	Buy	+5,577	New	+$339K	0.49%	70

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

S.C. Financial Services's BHP Position: Q4 2022 in Review

S.C. Financial Services held its BHP (BHP) position steady in Q4 2022 at 5,320 shares worth $330K. The position accounts for 0.51% of the portfolio, ranked #68.

S.C. Financial Services first reported a position in BHP in Q1 2022 and has held it in 4 quarters since. The position peaked at $384K in Q1 2022. 639 funds tracked by Wall St. Rank hold BHP as of Q4 2022.

S.C. Financial Services held 5,320 shares of BHP worth $330K as of Q4 2022.
S.C. Financial Services left its BHP share count unchanged in Q4 2022.
BHP made up 0.51% of S.C. Financial Services's portfolio in Q4 2022, its #68 holding.
S.C. Financial Services first reported a position in BHP in Q1 2022 and has held it in 4 quarters since.
S.C. Financial Services's BHP position peaked at $384K in Q1 2022.
639 funds tracked by Wall St. Rank held BHP as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.