Traynor Capital Management’s BHP BHP Stock Holding History

Traynor Capital 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
2023 Q4	–	Sell	-3,579	Closed	-$204K	–	249
2023 Q3	$204K	Sell	3,579 -386	-10%	-$22.6K	0.03%	183
2023 Q2	$237K	Sell	3,965 -982	-20%	-$58.6K	0.03%	167
2023 Q1	$314K	Buy	4,947 +267	+6%	+$17.2K	0.05%	146
2022 Q4	$290K	Buy	4,680 +382	+9%	+$21.5K	0.04%	147
2022 Q3	$215K	Sell	4,298 -244	-5%	-$12.9K	0.04%	149
2022 Q2	$255K	Buy	+4,542	New	+$282K	0.04%	128

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

Neuberger Berman Group New York $150B AUM 40.08% 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

Traynor Capital Management's BHP Position: Q4 2023 in Review

Traynor Capital Management sold out of BHP (BHP) in Q4 2023, closing a stake of 3,579 shares — an estimated $204K sold.

Traynor Capital Management first reported a position in BHP in Q2 2022 and held it in 6 quarters. The position peaked at $314K in Q1 2023. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

Traynor Capital Management reported no remaining BHP position as of Q4 2023 after selling out during the quarter.
Traynor Capital Management sold 3,579 BHP shares in Q4 2023, an estimated $204K.
Traynor Capital Management first reported a position in BHP in Q2 2022 and held it in 6 quarters.
Traynor Capital Management's BHP position peaked at $314K in Q1 2023.
701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on Traynor Capital Management's 13F filing for Q4 2023, filed 18 Jan 2024.