WRF
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Waddell & Reed Financial’s BHP BHP Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$41.5M Sell
670,888
-62,101
-8% -$4M 0.09% 284
2020
Q4 		$42.7M Buy
732,989
+10,089
+1% +$506K 0.09% 251
2020
Q3 		$33.3M Buy
722,900
+6
+0% +$289 0.08% 271
2020
Q2 		$32.1M Buy
722,894
+26,001
+4% +$1.02M 0.08% 257
2020
Q1 		$22.8M Buy
696,893
+37,857
+6% +$1.58M 0.07% 270
2019
Q4 		$32.2M Buy
659,036
+2,343
+0.4% +$106K 0.08% 269
2019
Q3 		$28.9M Sell
656,693
-1,614
-0.2% -$75.4K 0.07% 279
2019
Q2 		$34.1M Buy
658,307
+352,476
+115% +$17M 0.08% 258
2019
Q1 		$14.9M Buy
+305,831
New +$13.9M 0.04% 388
2013
Q3 		– Sell
-105,197
Closed -$5.13M – 545
2013
Q2 		$5.13M Buy
+105,197
New +$5.83M 0.01% 448

Other funds holding BHP

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return