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Segment Wealth Management’s BHP BHP Stock Holding History

Segment Wealth Management’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
2024
Q4 		– Sell
-3,895
Closed -$242K – 264
2024
Q3 		$242K Hold
3,895
– – 0.02% 243
2024
Q2 		$222K Hold
3,895
– – 0.02% 245
2024
Q1 		$225K Sell
3,895
-82
-2% -$4.91K 0.02% 240
2023
Q4 		$272K Buy
+3,977
New +$240K 0.02% 211
2014
Q4 		– Sell
-12,611
Closed -$628K – 157
2014
Q3 		$628K Sell
12,611
-88
-0.7% -$5.12K 0.24% 82
2014
Q2 		$735K Buy
+12,699
New +$746K 0.28% 80

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Segment Wealth Management's BHP Position: Q4 2024 in Review

Segment Wealth Management sold out of BHP (BHP) in Q4 2024, closing a stake of 3,895 shares — an estimated $242K sold.

Segment Wealth Management first reported a position in BHP in Q2 2014 and held it in 6 quarters. The position peaked at $735K in Q2 2014. 646 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • Segment Wealth Management reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
  • Segment Wealth Management sold 3,895 BHP shares in Q4 2024, an estimated $242K.
  • Segment Wealth Management first reported a position in BHP in Q2 2014 and held it in 6 quarters.
  • Segment Wealth Management's BHP position peaked at $735K in Q2 2014.
  • 646 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Segment Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.