SCM
BHP icon

Shorepath Capital Management’s BHP BHP Stock Holding History

Shorepath Capital 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
-64,128
Closed -$3.98M – 24
2024
Q3 		$3.98M Buy
64,128
+482
+0.8% +$26.6K 2.92% 17
2024
Q2 		$3.63M Buy
63,646
+465
+0.7% +$27K 2.8% 18
2024
Q1 		$3.64M Sell
63,181
-562
-0.9% -$33.6K 2.88% 18
2023
Q4 		$4.35M Buy
+63,743
New +$3.85M 3.86% 13

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

Shorepath Capital Management's BHP Position: Q4 2024 in Review

Shorepath Capital Management sold out of BHP (BHP) in Q4 2024, closing a stake of 64,128 shares — an estimated $3.98M sold.

Shorepath Capital Management first reported a position in BHP in Q4 2023 and held it in 4 quarters. The position peaked at $4.35M in Q4 2023. 646 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • Shorepath Capital Management reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
  • Shorepath Capital Management sold 64,128 BHP shares in Q4 2024, an estimated $3.98M.
  • Shorepath Capital Management first reported a position in BHP in Q4 2023 and held it in 4 quarters.
  • Shorepath Capital Management's BHP position peaked at $4.35M in Q4 2023.
  • 646 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Shorepath Capital Management's 13F filing for Q4 2024, filed 13 Jan 2025.