Twin Focus Capital Partners’s BHP BHP Stock Holding History

Twin Focus Capital Partners’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 Q3	–	Sell	-3,727	Closed	-$222K	–	172
2023 Q2	$222K	Buy	3,727 +163	+5%	+$9.72K	0.05%	200
2023 Q1	$226K	Hold	3,564	–	–	0.04%	202
2022 Q4	$221K	Buy	+3,564	New	+$200K	0.05%	196
2022 Q3	–	Sell	-3,571	Closed	-$201K	–	200
2022 Q2	$201K	Sell	3,571 -364	-9%	-$22.6K	0.05%	193
2022 Q1	$271K	Buy	3,935 +124	+3%	+$7.53K	0.05%	178
2021 Q4	$205K	Buy	+3,811	New	+$191K	0.04%	216
2015 Q2	–	Sell	-5,357	Closed	-$211K	–	97
2015 Q1	$211K	Hold	5,357	–	–	0.17%	81
2014 Q4	$214K	Hold	5,357	–	–	0.25%	84
2014 Q3	$267K	Sell	5,357 -18	-0.3%	-$1.05K	0.26%	72
2014 Q2	$311K	Buy	5,375 +449	+9%	+$26.4K	0.35%	59
2014 Q1	$282K	Hold	4,926	–	–	0.33%	58
2013 Q4	$284K	Sell	4,926 -266	-5%	-$15.4K	0.28%	62
2013 Q3	$292K	Buy	5,192 +444	+9%	+$24.1K	0.28%	54
2013 Q2	$232K	Buy	+4,748	New	+$263K	0.24%	69

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Twin Focus Capital Partners's BHP Position: Q3 2023 in Review

Twin Focus Capital Partners sold out of BHP (BHP) in Q3 2023, closing a stake of 3,727 shares — an estimated $222K sold.

Twin Focus Capital Partners first reported a position in BHP in Q2 2013 and held it in 14 quarters. The position peaked at $311K in Q2 2014. 658 funds tracked by Wall St. Rank hold BHP as of Q3 2023.

Twin Focus Capital Partners reported no remaining BHP position as of Q3 2023 after selling out during the quarter.
Twin Focus Capital Partners sold 3,727 BHP shares in Q3 2023, an estimated $222K.
Twin Focus Capital Partners first reported a position in BHP in Q2 2013 and held it in 14 quarters.
Twin Focus Capital Partners's BHP position peaked at $311K in Q2 2014.
658 funds tracked by Wall St. Rank held BHP as of Q3 2023.

Based on Twin Focus Capital Partners's 13F filing for Q3 2023, filed 13 Nov 2023.