SI
BHP icon

Stephens Inc’s BHP BHP Stock Holding History

Stephens Inc’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
2024
Q4 		– Sell
-5,341
Closed -$332K – 1279
2024
Q3 		$332K Buy
5,341
+942
+21% +$52K ﹤0.01% 984
2024
Q2 		$251K Buy
4,399
+164
+4% +$9.53K ﹤0.01% 1072
2024
Q1 		$244K Buy
4,235
+264
+7% +$15.8K ﹤0.01% 1082
2023
Q4 		$271K Buy
3,971
+136
+4% +$8.21K ﹤0.01% 974
2023
Q3 		$218K Buy
3,835
+9
+0.2% +$526 ﹤0.01% 1005
2023
Q2 		$228K Sell
3,826
-630
-14% -$37.6K ﹤0.01% 1012
2023
Q1 		$283K Sell
4,456
-1,037
-19% -$66.9K 0.01% 903
2022
Q4 		$341K Sell
5,493
-3,525
-39% -$198K 0.01% 821
2022
Q3 		$451K Buy
+9,018
New +$478K 0.01% 746
2022
Q2 		– Sell
-4,382
Closed -$302K – 1235
2022
Q1 		$302K Sell
4,382
-22,176
-84% -$1.35M ﹤0.01% 1003
2021
Q4 		$1.43M Buy
+26,558
New +$1.33M 0.02% 526
2021
Q1 		– Sell
-3,651
Closed -$213K – 1313
2020
Q4 		$213K Sell
3,651
-2,411
-40% -$121K ﹤0.01% 1061
2020
Q3 		$280K Buy
+6,062
New +$292K 0.01% 903
2020
Q1 		– Sell
-4,435
Closed -$216K – 1117
2019
Q4 		$216K Buy
+4,435
New +$201K ﹤0.01% 989
2019
Q3 		– Sell
-4,085
Closed -$212K – 1150
2019
Q2 		$212K Buy
+4,085
New +$197K ﹤0.01% 1051
2014
Q1 		– Sell
-4,146
Closed -$239K – 811
2013
Q4 		$239K Buy
4,146
+195
+5% +$11.3K 0.01% 715
2013
Q3 		$222K Buy
+3,951
New +$215K 0.01% 678

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stephens Inc's BHP Position: Q4 2024 in Review

Stephens Inc sold out of BHP (BHP) in Q4 2024, closing a stake of 5,341 shares — an estimated $332K sold.

Stephens Inc first reported a position in BHP in Q3 2013 and held it in 17 quarters. The position peaked at $1.43M in Q4 2021. 646 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • Stephens Inc reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
  • Stephens Inc sold 5,341 BHP shares in Q4 2024, an estimated $332K.
  • Stephens Inc first reported a position in BHP in Q3 2013 and held it in 17 quarters.
  • Stephens Inc's BHP position peaked at $1.43M in Q4 2021.
  • 646 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Stephens Inc's 13F filing for Q4 2024, filed 28 Jan 2025.