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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Waddell & Reed Financial's BHP Position: Q1 2021 in Review

Waddell & Reed Financial reduced its BHP (BHP) stake by 8.5% in Q1 2021, selling an estimated $4M and leaving 670,888 shares worth $41.5M. The position accounts for 0.09% of the portfolio, ranked #284.

Waddell & Reed Financial first reported a position in BHP in Q2 2013 and has held it in 10 quarters since. The position peaked at $42.7M in Q4 2020. 500 funds tracked by Wall St. Rank hold BHP as of Q1 2021.

Waddell & Reed Financial held 670,888 shares of BHP worth $41.5M as of Q1 2021.
Waddell & Reed Financial sold 62,101 BHP shares in Q1 2021, an estimated $4M.
BHP made up 0.09% of Waddell & Reed Financial's portfolio in Q1 2021, its #284 holding.
Waddell & Reed Financial first reported a position in BHP in Q2 2013 and has held it in 10 quarters since.
Waddell & Reed Financial's BHP position peaked at $42.7M in Q4 2020.
500 funds tracked by Wall St. Rank held BHP as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.