Syon Capital’s BHP BHP Stock Holding History

Syon Capital’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
2026 Q1	$3.2M	Buy	44,030 +906	+2%	+$64K	0.16%	89
2025 Q4	$2.6M	Buy	43,124 +1,322	+3%	+$75.1K	0.13%	122
2025 Q3	$2.33M	Buy	41,802 +443	+1%	+$23.6K	0.13%	113
2025 Q2	$1.99M	Buy	41,359 +11,830	+40%	+$569K	0.13%	112
2025 Q1	$1.43M	Buy	29,529 +3,491	+13%	+$174K	0.12%	129
2024 Q4	$1.27M	Sell	26,038 -9,944	-28%	-$541K	0.11%	130
2024 Q3	$2.23M	Sell	35,982 -7,629	-17%	-$421K	0.2%	82
2024 Q2	$2.49M	Sell	43,611 -532	-1%	-$30.9K	0.23%	73
2024 Q1	$2.55M	Sell	44,143 -41,905	-49%	-$2.51M	0.24%	69
2023 Q4	$5.88M	Buy	86,048 +48,303	+128%	+$2.92M	0.25%	63
2023 Q3	$2.15M	Buy	+37,745	New	+$2.21M	0.27%	58

Other funds holding BHP

Fisher Asset Management

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

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

Dimensional Fund Advisors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return