Thornburg Investment Management’s BHP BHP Stock Holding History

Thornburg Investment 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	–	Sell	-4,885	Closed	-$303K	–	190
2024 Q3	$303K	Hold	4,885	–	–	﹤0.01%	191
2024 Q2	$279K	Hold	4,885	–	–	﹤0.01%	188
2024 Q1	$282K	Hold	4,885	–	–	﹤0.01%	187
2023 Q4	$334K	Hold	4,885	–	–	﹤0.01%	193
2023 Q3	$278K	Hold	4,885	–	–	﹤0.01%	194
2023 Q2	$291K	Hold	4,885	–	–	﹤0.01%	182
2023 Q1	$310K	Hold	4,885	–	–	0.01%	184
2022 Q4	$303K	Hold	4,885	–	–	0.01%	195
2022 Q3	$244K	Hold	4,885	–	–	﹤0.01%	199
2022 Q2	$274K	Sell	4,885 -591	-11%	-$36.7K	﹤0.01%	200
2022 Q1	$377K	Buy	+5,476	New	+$333K	﹤0.01%	195
2016 Q3	–	Sell	-303,827	Closed	-$7.74M	–	257
2016 Q2	$7.74M	Sell	303,827 -983,979	-76%	-$24.5M	0.06%	190
2016 Q1	$29.8M	Buy	+1,287,806	New	+$27.3M	0.2%	117
2013 Q3	–	Sell	-5,833	Closed	-$284K	–	284
2013 Q2	$284K	Buy	+5,833	New	+$323K	﹤0.01%	274

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thornburg Investment Management's BHP Position: Q4 2024 in Review

Thornburg Investment Management sold out of BHP (BHP) in Q4 2024, closing a stake of 4,885 shares — an estimated $303K sold.

Thornburg Investment Management first reported a position in BHP in Q2 2013 and held it in 14 quarters. The position peaked at $29.8M in Q1 2016. 646 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

Thornburg Investment Management reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
Thornburg Investment Management sold 4,885 BHP shares in Q4 2024, an estimated $303K.
Thornburg Investment Management first reported a position in BHP in Q2 2013 and held it in 14 quarters.
Thornburg Investment Management's BHP position peaked at $29.8M in Q1 2016.
646 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Thornburg Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.