Sageworth Trust’s BHP BHP Stock Holding History

Sageworth Trust’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	-50	Closed	-$3.17K	–	123
2023 Q1	$3.17K	Buy	+50	New	+$3.22K	﹤0.01%	417
2022 Q1	–	Sell	-294	Closed	-$16K	–	402
2021 Q4	$16K	Sell	294 -979	-77%	-$49K	﹤0.01%	206
2021 Q3	$61K	Hold	1,273	–	–	﹤0.01%	164
2021 Q2	$83K	Hold	1,273	–	–	0.01%	169
2021 Q1	$79K	Buy	+1,273	New	+$81.9K	0.01%	140

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

Sageworth Trust's BHP Position: Q2 2023 in Review

Sageworth Trust sold out of BHP (BHP) in Q2 2023, closing a stake of 50 shares — an estimated $3.17K sold.

Sageworth Trust first reported a position in BHP in Q1 2021 and held it in 5 quarters. The position peaked at $83K in Q2 2021. 662 funds tracked by Wall St. Rank hold BHP as of Q2 2023.

Sageworth Trust reported no remaining BHP position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 50 BHP shares in Q2 2023, an estimated $3.17K.
Sageworth Trust first reported a position in BHP in Q1 2021 and held it in 5 quarters.
Sageworth Trust's BHP position peaked at $83K in Q2 2021.
662 funds tracked by Wall St. Rank held BHP as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.