Union Investments & Development’s BHP BHP Stock Holding History

Union Investments & Development’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 Q3	$186K	Hold	3,000	–	–	1.07%	18
2024 Q2	$171K	Hold	3,000	–	–	1.05%	17
2024 Q1	$173K	Hold	3,000	–	–	0.79%	26
2023 Q4	$205K	Hold	3,000	–	–	0.19%	21
2023 Q3	$171K	Hold	3,000	–	–	0.09%	24
2023 Q2	$179K	Hold	3,000	–	–	0.09%	25
2023 Q1	$190K	Hold	3,000	–	–	0.11%	22
2022 Q4	$210K	Hold	3,000	–	–	0.12%	21
2022 Q3	$150K	Hold	3,000	–	–	0.07%	23
2022 Q2	$169K	Sell	3,000 -363	-11%	-$22.5K	0.08%	16
2022 Q1	$232K	Buy	3,363 +1,345	+67%	+$81.7K	0.08%	15
2021 Q4	$109K	Buy	+2,018	New	+$101K	0.04%	35

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Union Investments & Development's BHP Position: Q3 2024 in Review

Union Investments & Development held its BHP (BHP) position steady in Q3 2024 at 3,000 shares worth $186K. The position accounts for 1.07% of the portfolio, ranked #18.

Union Investments & Development first reported a position in BHP in Q4 2021 and has held it in 12 quarters since. The position peaked at $232K in Q1 2022. 663 funds tracked by Wall St. Rank hold BHP as of Q3 2024.

Union Investments & Development held 3,000 shares of BHP worth $186K as of Q3 2024.
Union Investments & Development left its BHP share count unchanged in Q3 2024.
BHP made up 1.07% of Union Investments & Development's portfolio in Q3 2024, its #18 holding.
Union Investments & Development first reported a position in BHP in Q4 2021 and has held it in 12 quarters since.
Union Investments & Development's BHP position peaked at $232K in Q1 2022.
663 funds tracked by Wall St. Rank held BHP as of Q3 2024.

Based on Union Investments & Development's 13F filing for Q3 2024, filed 12 Nov 2024.