True North Advisors’s BHP BHP Stock Holding History

True North Advisors’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	-5,346	Closed	-$304K	–	194
2023 Q3	$304K	Hold	5,346	–	–	0.09%	147
2023 Q2	$319K	Buy	5,346 +819	+18%	+$48.8K	0.09%	155
2023 Q1	$287K	Hold	4,527	–	–	0.08%	163
2022 Q4	$281K	Hold	4,527	–	–	0.1%	143
2022 Q3	$226K	Hold	4,527	–	–	0.07%	163
2022 Q2	$254K	Buy	+4,527	New	+$281K	0.08%	163

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

True North Advisors's BHP Position: Q4 2023 in Review

True North Advisors sold out of BHP (BHP) in Q4 2023, closing a stake of 5,346 shares — an estimated $304K sold.

True North Advisors first reported a position in BHP in Q2 2022 and held it in 6 quarters. The position peaked at $319K in Q2 2023. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

True North Advisors reported no remaining BHP position as of Q4 2023 after selling out during the quarter.
True North Advisors sold 5,346 BHP shares in Q4 2023, an estimated $304K.
True North Advisors first reported a position in BHP in Q2 2022 and held it in 6 quarters.
True North Advisors's BHP position peaked at $319K in Q2 2023.
701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on True North Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.