Sonora Investment Management’s BHP BHP Stock Holding History

Sonora Investment 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
2021 Q3	$9K	Sell	189 -22	-10%	-$1.34K	﹤0.01%	796
2021 Q2	$14K	Buy	211 +22	+12%	+$1.46K	﹤0.01%	649
2021 Q1	$12K	Buy	189 +107	+130%	+$6.89K	﹤0.01%	1161
2020 Q4	$5K	Sell	82 -16	-16%	-$802	﹤0.01%	1446
2020 Q3	$4K	Hold	98	–	–	﹤0.01%	1510
2020 Q2	$4K	Buy	98 +16	+20%	+$626	﹤0.01%	1424
2020 Q1	$3K	Hold	82	–	–	﹤0.01%	1396
2019 Q4	$4K	Buy	+82	New	+$3.72K	﹤0.01%	1461
2019 Q3	–	Sell	-82	Closed	-$4K	–	1716
2019 Q2	$4K	Hold	82	–	–	﹤0.01%	1439
2019 Q1	$4K	Hold	82	–	–	﹤0.01%	1285
2018 Q4	$4K	Sell	82 -112	-58%	-$4.69K	﹤0.01%	1061
2018 Q3	$9K	Hold	194	–	–	﹤0.01%	919
2018 Q2	$9K	Hold	194	–	–	﹤0.01%	849
2018 Q1	$7.69K	Hold	194	–	–	﹤0.01%	865
2017 Q4	$7.96K	Buy	+194	New	+$7.3K	﹤0.01%	860
2017 Q3	–	Sell	-143	Closed	-$4.56K	–	1181
2017 Q2	$4.56K	Hold	143	–	–	﹤0.01%	853
2017 Q1	$4.65K	Hold	143	–	–	﹤0.01%	804
2016 Q4	$4.58K	Hold	143	–	–	﹤0.01%	715
2016 Q3	$4.43K	Hold	143	–	–	﹤0.01%	701
2016 Q2	$3.66K	Hold	143	–	–	﹤0.01%	729
2016 Q1	$3.91K	Hold	143	–	–	﹤0.01%	767
2015 Q4	$3K	Hold	143	–	–	﹤0.01%	682
2015 Q3	$4K	Buy	+143	New	+$4.64K	﹤0.01%	786

Other funds holding BHP

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

PPA

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

Sonora Investment Management's BHP Position: Q3 2021 in Review

Sonora Investment Management reduced its BHP (BHP) stake by 10% in Q3 2021, selling an estimated $1.34K and leaving 189 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Sonora Investment Management first reported a position in BHP in Q3 2015 and has held it in 23 quarters since. The position peaked at $14K in Q2 2021. 489 funds tracked by Wall St. Rank hold BHP as of Q3 2021.

Sonora Investment Management held 189 shares of BHP worth $9K as of Q3 2021.
Sonora Investment Management sold 22 BHP shares in Q3 2021, an estimated $1.34K.
BHP made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #796 holding.
Sonora Investment Management first reported a position in BHP in Q3 2015 and has held it in 23 quarters since.
Sonora Investment Management's BHP position peaked at $14K in Q2 2021.
489 funds tracked by Wall St. Rank held BHP as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.