Sierra Ocean’s BHP BHP Stock Holding History

Sierra Ocean’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
2025 Q3	–	Sell	-234	Closed	-$11.3K	–	154
2025 Q2	$11.3K	Sell	234 -104	-31%	-$5K	0.01%	423
2025 Q1	$16.4K	Sell	338 -263	-44%	-$13.1K	0.01%	340
2024 Q4	$29.4K	Buy	+601	New	+$32.7K	0.02%	238

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Sierra Ocean's BHP Position: Q3 2025 in Review

Sierra Ocean sold out of BHP (BHP) in Q3 2025, closing a stake of 234 shares — an estimated $11.3K sold.

Sierra Ocean first reported a position in BHP in Q4 2024 and held it in 3 quarters. The position peaked at $29.4K in Q4 2024. 627 funds tracked by Wall St. Rank hold BHP as of Q3 2025.

Sierra Ocean reported no remaining BHP position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 234 BHP shares in Q3 2025, an estimated $11.3K.
Sierra Ocean first reported a position in BHP in Q4 2024 and held it in 3 quarters.
Sierra Ocean's BHP position peaked at $29.4K in Q4 2024.
627 funds tracked by Wall St. Rank held BHP as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.