SOL Capital Management’s BHP BHP Stock Holding History

SOL 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
2023 Q4	–	Sell	-3,625	Closed	-$206K	–	300
2023 Q3	$206K	Buy	3,625 +250	+7%	+$14.6K	0.03%	280
2023 Q2	$201K	Sell	3,375 -125	-4%	-$7.45K	0.03%	275
2023 Q1	$222K	Hold	3,500	–	–	0.04%	268
2022 Q4	$217K	Sell	3,500 -1,000	-22%	-$56.2K	0.04%	266
2022 Q3	$225K	Buy	+4,500	New	+$238K	0.05%	246
2014 Q3	–	Sell	-3,787	Closed	-$219K	–	183
2014 Q2	$219K	Hold	3,787	–	–	0.09%	172
2014 Q1	$217K	Buy	3,787 +195	+5%	+$10.9K	0.08%	169
2013 Q4	$207K	Buy	+3,592	New	+$208K	0.08%	170
2013 Q3	–	Sell	-5,224	Closed	-$255K	–	182
2013 Q2	$255K	Buy	+5,224	New	+$290K	0.1%	153

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

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

SOL Capital Management's BHP Position: Q4 2023 in Review

SOL Capital Management sold out of BHP (BHP) in Q4 2023, closing a stake of 3,625 shares — an estimated $206K sold.

SOL Capital Management first reported a position in BHP in Q2 2013 and held it in 9 quarters. The position peaked at $255K in Q2 2013. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

SOL Capital Management reported no remaining BHP position as of Q4 2023 after selling out during the quarter.
SOL Capital Management sold 3,625 BHP shares in Q4 2023, an estimated $206K.
SOL Capital Management first reported a position in BHP in Q2 2013 and held it in 9 quarters.
SOL Capital Management's BHP position peaked at $255K in Q2 2013.
701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on SOL Capital Management's 13F filing for Q4 2023, filed 25 Jan 2024.