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Shepherd Financial Partners’s BHP BHP Stock Holding History

Shepherd Financial Partners’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
Q3 		– Sell
-9,510
Closed -$543K – 218
2024
Q2 		$543K Sell
9,510
-16,271
-63% -$945K 0.07% 141
2024
Q1 		$1.49M Buy
25,781
+840
+3% +$50.3K 0.19% 76
2023
Q4 		$1.7M Sell
24,941
-4
-0% -$241 0.24% 66
2023
Q3 		$1.42M Sell
24,945
-2,561
-9% -$150K 0.22% 71
2023
Q2 		$1.64M Buy
27,506
+783
+3% +$46.7K 0.25% 64
2023
Q1 		$1.69M Buy
26,723
+122
+0.5% +$7.87K 0.28% 60
2022
Q4 		$1.65M Buy
26,601
+5,882
+28% +$331K 0.3% 60
2022
Q3 		$1.04M Buy
20,719
+12,600
+155% +$667K 0.2% 78
2022
Q2 		$456K Sell
8,119
-31
-0.4% -$1.93K 0.09% 118
2022
Q1 		$560K Buy
+8,150
New +$495K 0.1% 115

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Shepherd Financial Partners's BHP Position: Q3 2024 in Review

Shepherd Financial Partners sold out of BHP (BHP) in Q3 2024, closing a stake of 9,510 shares — an estimated $543K sold.

Shepherd Financial Partners first reported a position in BHP in Q1 2022 and held it in 10 quarters. The position peaked at $1.7M in Q4 2023. 664 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

  • Shepherd Financial Partners reported no remaining BHP position as of Q3 2024 after selling out during the quarter.
  • Shepherd Financial Partners sold 9,510 BHP shares in Q3 2024, an estimated $543K.
  • Shepherd Financial Partners first reported a position in BHP in Q1 2022 and held it in 10 quarters.
  • Shepherd Financial Partners's BHP position peaked at $1.7M in Q4 2023.
  • 664 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Shepherd Financial Partners's 13F filing for Q3 2024, filed 28 Oct 2024.