SRH Advisors’s BHP BHP Stock Holding History

SRH Advisors’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	-87	Closed	-$4.95K	–	299
2023 Q3	$4.95K	Buy	+87	New	+$5.09K	﹤0.01%	242
2015 Q4	–	Sell	-66	Closed	-$2K	–	244
2015 Q3	$2K	Buy	+66	New	+$2.14K	0.01%	172

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

SRH Advisors's BHP Position: Q4 2023 in Review

SRH Advisors sold out of BHP (BHP) in Q4 2023, closing a stake of 87 shares — an estimated $4.95K sold.

SRH Advisors first reported a position in BHP in Q3 2015 and held it in 2 quarters. The position peaked at $4.95K in Q3 2023. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

SRH Advisors reported no remaining BHP position as of Q4 2023 after selling out during the quarter.
SRH Advisors sold 87 BHP shares in Q4 2023, an estimated $4.95K.
SRH Advisors first reported a position in BHP in Q3 2015 and held it in 2 quarters.
SRH Advisors's BHP position peaked at $4.95K in Q3 2023.
701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on SRH Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.