SS
BHP icon

Simplicity Solutions’s BHP BHP Stock Holding History

Simplicity Solutions’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
Q4 		$372K Sell
5,447
-164
-3% -$9.9K 0.01% 761
2023
Q3 		$319K Sell
5,611
-912
-14% -$53.3K 0.01% 744
2023
Q2 		$389K Buy
6,523
+245
+4% +$14.6K 0.01% 745
2023
Q1 		$398K Buy
+6,278
New +$405K 0.01% 760
2022
Q2 		– Sell
-6,754
Closed -$465K – 646
2022
Q1 		$465K Buy
+6,754
New +$410K 0.06% 318

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Simplicity Solutions's BHP Position: Q4 2023 in Review

Simplicity Solutions reduced its BHP (BHP) stake by 2.9% in Q4 2023, selling an estimated $9.9K and leaving 5,447 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #761.

Simplicity Solutions first reported a position in BHP in Q1 2022 and has held it in 5 quarters since. The position peaked at $465K in Q1 2022. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

  • Simplicity Solutions held 5,447 shares of BHP worth $372K as of Q4 2023.
  • Simplicity Solutions sold 164 BHP shares in Q4 2023, an estimated $9.9K.
  • BHP made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #761 holding.
  • Simplicity Solutions first reported a position in BHP in Q1 2022 and has held it in 5 quarters since.
  • Simplicity Solutions's BHP position peaked at $465K in Q1 2022.
  • 701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.