Smith Group Asset Management’s BHP BHP Stock Holding History

Smith Group Asset 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
2022 Q1	$38K	Buy	547 +28	+5%	+$1.7K	﹤0.01%	204
2021 Q4	$28K	Sell	519 -426	-45%	-$21.3K	﹤0.01%	226
2021 Q3	$45K	Sell	945 -119	-11%	-$7.27K	﹤0.01%	179
2021 Q2	$69K	Buy	1,064 +66	+7%	+$4.36K	﹤0.01%	161
2021 Q1	$62K	Buy	998 +135	+16%	+$8.69K	﹤0.01%	152
2020 Q4	$50K	Sell	863 -23	-3%	-$1.15K	﹤0.01%	218
2020 Q3	$41K	Buy	886 +348	+65%	+$16.7K	﹤0.01%	218
2020 Q2	$24K	Buy	538 +34	+7%	+$1.33K	﹤0.01%	239
2020 Q1	$17K	Sell	504 -61	-11%	-$2.55K	﹤0.01%	293
2019 Q4	$28K	Buy	565 +11	+2%	+$500	﹤0.01%	320
2019 Q3	$24K	Buy	554 +363	+190%	+$17K	﹤0.01%	327
2019 Q2	$10K	Hold	191	–	–	﹤0.01%	347
2019 Q1	$9K	Buy	+191	New	+$8.71K	﹤0.01%	397
2017 Q2	–	Sell	-359	Closed	-$12K	–	449
2017 Q1	$12K	Sell	359 -33	-8%	-$1.14K	﹤0.01%	400
2016 Q4	$13K	Buy	+392	New	+$12.7K	﹤0.01%	403

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Smith Group Asset Management's BHP Position: Q1 2022 in Review

Smith Group Asset Management increased its BHP (BHP) stake by 5.4% in Q1 2022, buying an estimated $1.7K and bringing the position to 547 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Smith Group Asset Management first reported a position in BHP in Q4 2016 and has held it in 15 quarters since. The position peaked at $69K in Q2 2021. 634 funds tracked by Wall St. Rank hold BHP as of Q1 2022.

Smith Group Asset Management held 547 shares of BHP worth $38K as of Q1 2022.
Smith Group Asset Management bought 28 BHP shares in Q1 2022, an estimated $1.7K.
BHP made up ﹤0.01% of Smith Group Asset Management's portfolio in Q1 2022, its #204 holding.
Smith Group Asset Management first reported a position in BHP in Q4 2016 and has held it in 15 quarters since.
Smith Group Asset Management's BHP position peaked at $69K in Q2 2021.
634 funds tracked by Wall St. Rank held BHP as of Q1 2022.

Based on Smith Group Asset Management's 13F filing for Q1 2022, filed 5 May 2022.