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Sugarloaf Wealth Management’s BHP BHP Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$41.2K Buy
844
+20
+2% +$1.09K 0.01% 316
2024
Q3 		$51.2K Hold
824
– – 0.01% 304
2024
Q2 		$47.1K Buy
824
+19
+2% +$1.1K 0.01% 298
2024
Q1 		$46.4K Hold
805
– – 0.01% 296
2023
Q4 		$55K Buy
805
+22
+3% +$1.33K 0.01% 275
2023
Q3 		$44.5K Hold
783
– – 0.01% 301
2023
Q2 		$46.7K Buy
+783
New +$46.7K 0.01% 299

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sugarloaf Wealth Management's BHP Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its BHP (BHP) stake by 2.4% in Q4 2024, buying an estimated $1.09K and bringing the position to 844 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #316.

Sugarloaf Wealth Management first reported a position in BHP in Q2 2023 and has held it in 7 quarters since. The position peaked at $55K in Q4 2023. 645 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • Sugarloaf Wealth Management held 844 shares of BHP worth $41.2K as of Q4 2024.
  • Sugarloaf Wealth Management bought 20 BHP shares in Q4 2024, an estimated $1.09K.
  • BHP made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #316 holding.
  • Sugarloaf Wealth Management first reported a position in BHP in Q2 2023 and has held it in 7 quarters since.
  • Sugarloaf Wealth Management's BHP position peaked at $55K in Q4 2023.
  • 645 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.