Van Hulzen Asset Management’s BHP BHP Stock Holding History

Van Hulzen Asset 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
2025 Q1	–	Sell	-1,200	Closed	-$58.6K	–	382
2024 Q4	$58.6K	Buy	+1,200	New	+$65.2K	﹤0.01%	480
2022 Q1	–	Sell	-22,420	Closed	-$1.21M	–	310
2021 Q4	$1.21M	Sell	22,420 -52,575	-70%	-$2.63M	0.13%	110
2021 Q3	$3.58M	Buy	74,995 +11,210	+18%	+$685K	0.53%	52
2021 Q2	$4.14M	Buy	63,785 +3,587	+6%	+$237K	0.62%	49
2021 Q1	$3.73M	Sell	60,198 -17,043	-22%	-$1.1M	0.6%	51
2020 Q4	$4.5M	Sell	77,241 -17,376	-18%	-$871K	0.68%	49
2020 Q3	$4.37M	Buy	+94,617	New	+$4.55M	0.66%	48
2015 Q4	–	Sell	-33,757	Closed	-$952K	–	147
2015 Q3	$952K	Sell	33,757 -53,577	-61%	-$1.74M	0.62%	50
2015 Q2	$3.17M	Sell	87,334 -959	-1%	-$38.7K	1.71%	14
2015 Q1	$3.47M	Buy	+88,293	New	+$3.58M	2.12%	10

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Van Hulzen Asset Management's BHP Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of BHP (BHP) in Q1 2025, closing a stake of 1,200 shares — an estimated $58.6K sold.

Van Hulzen Asset Management first reported a position in BHP in Q1 2015 and held it in 10 quarters. The position peaked at $4.5M in Q4 2020. 622 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

Van Hulzen Asset Management reported no remaining BHP position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 1,200 BHP shares in Q1 2025, an estimated $58.6K.
Van Hulzen Asset Management first reported a position in BHP in Q1 2015 and held it in 10 quarters.
Van Hulzen Asset Management's BHP position peaked at $4.5M in Q4 2020.
622 funds tracked by Wall St. Rank held BHP as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.