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Samalin Investment Counsel’s BHP BHP Stock Holding History

Samalin Investment Counsel’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
Q3 		– Sell
-3,959
Closed -$236K – 260
2023
Q2 		$236K Sell
3,959
-1,603
-29% -$95.6K 0.13% 221
2023
Q1 		$353K Buy
+5,562
New +$359K 0.21% 140
2020
Q1 		– Sell
-673
Closed -$32K – 178
2019
Q4 		$32K Buy
+673
New +$30.6K 0.03% 331

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Samalin Investment Counsel's BHP Position: Q3 2023 in Review

Samalin Investment Counsel sold out of BHP (BHP) in Q3 2023, closing a stake of 3,959 shares — an estimated $236K sold.

Samalin Investment Counsel first reported a position in BHP in Q4 2019 and held it in 3 quarters. The position peaked at $353K in Q1 2023. 658 funds tracked by Wall St. Rank hold BHP as of Q3 2023.

  • Samalin Investment Counsel reported no remaining BHP position as of Q3 2023 after selling out during the quarter.
  • Samalin Investment Counsel sold 3,959 BHP shares in Q3 2023, an estimated $236K.
  • Samalin Investment Counsel first reported a position in BHP in Q4 2019 and held it in 3 quarters.
  • Samalin Investment Counsel's BHP position peaked at $353K in Q1 2023.
  • 658 funds tracked by Wall St. Rank held BHP as of Q3 2023.

Based on Samalin Investment Counsel's 13F filing for Q3 2023, filed 13 Nov 2023.