Steward Financial Group’s BHP BHP Stock Holding History

Steward Financial Group’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 Q3	$4K	Buy	+74	New	+$4.33K	﹤0.01%	687
2023 Q2	–	Sell	-16	Closed	-$1K	–	514
2023 Q1	$1K	Hold	16	–	–	﹤0.01%	586
2022 Q4	$0	Buy	+16	New	+$900	﹤0.01%	565
2022 Q3	–	Sell	-16	Closed	–	–	213
2022 Q2	$0	Buy	+16	New	+$993	﹤0.01%	991

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Steward Financial Group's BHP Position: Q3 2023 in Review

Steward Financial Group opened a new position in BHP (BHP) in Q3 2023: 74 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #687 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BHP as recently as Q1 2023.

Steward Financial Group first reported a position in BHP in Q2 2022 and has held it in 4 quarters since. 658 funds tracked by Wall St. Rank hold BHP as of Q3 2023.

Steward Financial Group held 74 shares of BHP worth $4K as of Q3 2023.
BHP was a new Steward Financial Group position in Q3 2023.
BHP made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #687 holding.
Steward Financial Group first reported a position in BHP in Q2 2022 and has held it in 4 quarters since.
658 funds tracked by Wall St. Rank held BHP as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.