SJS Investment Consulting’s BHP BHP Stock Holding History

SJS Investment Consulting’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
2026 Q1	$30.1K	Sell	414 -27	-6%	-$1.91K	﹤0.01%	550
2025 Q4	$26.6K	Buy	441 +360	+444%	+$20.5K	﹤0.01%	547
2025 Q3	$4.5K	Buy	81 +2	+3%	+$106	﹤0.01%	704
2025 Q2	$3.8K	Hold	79	–	–	﹤0.01%	438
2025 Q1	$3.84K	Buy	79 +15	+23%	+$747	﹤0.01%	526
2024 Q4	$3.1K	Buy	64 +2	+3%	+$109	﹤0.01%	552
2024 Q3	$3.85K	Buy	+62	New	+$3.42K	﹤0.01%	550
2024 Q1	–	Sell	-500	Closed	-$34.2K	–	1651
2023 Q4	$34.2K	Hold	500	–	–	0.01%	196
2023 Q3	$28.4K	Hold	500	–	–	0.01%	205
2023 Q2	$29.8K	Hold	500	–	–	0.01%	189
2023 Q1	$31.7K	Hold	500	–	–	0.01%	182
2022 Q4	$31K	Hold	500	–	–	0.01%	188
2022 Q3	$25K	Buy	+500	New	+$26.5K	0.01%	217

Other funds holding BHP

Fisher Asset Management

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 $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

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

Dimensional Fund Advisors

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

BlackRock New York $5.7T 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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return