Strategic Planning Group’s BHP BHP Stock Holding History

Strategic Planning 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
2024 Q2	–	Sell	-18,687	Closed	-$1.08M	–	79
2024 Q1	$1.08M	Buy	18,687 +2,306	+14%	+$138K	0.27%	90
2023 Q4	$1.12M	Buy	+16,381	New	+$989K	0.37%	71

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Strategic Planning Group's BHP Position: Q2 2024 in Review

Strategic Planning Group sold out of BHP (BHP) in Q2 2024, closing a stake of 18,687 shares — an estimated $1.08M sold.

Strategic Planning Group first reported a position in BHP in Q4 2023 and held it in 2 quarters. The position peaked at $1.12M in Q4 2023. 658 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

Strategic Planning Group reported no remaining BHP position as of Q2 2024 after selling out during the quarter.
Strategic Planning Group sold 18,687 BHP shares in Q2 2024, an estimated $1.08M.
Strategic Planning Group first reported a position in BHP in Q4 2023 and held it in 2 quarters.
Strategic Planning Group's BHP position peaked at $1.12M in Q4 2023.
658 funds tracked by Wall St. Rank held BHP as of Q2 2024.

Based on Strategic Planning Group's 13F filing for Q2 2024, filed 2 Aug 2024.