Washington Trust’s BHP BHP Stock Holding History

Washington Trust’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	-133	Closed	-$6.49K	–	772
2024 Q4	$6.49K	Hold	133	–	–	﹤0.01%	710
2024 Q3	$8.26K	Hold	133	–	–	﹤0.01%	679
2024 Q2	$7.59K	Hold	133	–	–	﹤0.01%	686
2024 Q1	$7.67K	Buy	+133	New	+$7.96K	﹤0.01%	690
2021 Q4	–	Sell	-111	Closed	-$5K	–	943
2021 Q3	$5K	Hold	111	–	–	﹤0.01%	853
2021 Q2	$7K	Hold	111	–	–	﹤0.01%	814
2021 Q1	$7K	Sell	111 -4	-3%	-$257	﹤0.01%	784
2020 Q4	$7K	Hold	115	–	–	﹤0.01%	771
2020 Q3	$5K	Sell	115 -9	-7%	-$433	﹤0.01%	787
2020 Q2	$5K	Sell	124 -385	-76%	-$15.1K	﹤0.01%	703
2020 Q1	$17K	Buy	+509	New	+$21.2K	﹤0.01%	579
2018 Q3	–	Sell	-1,121	Closed	-$50K	–	288
2018 Q2	$50K	Buy	+1,121	New	+$48.5K	﹤0.01%	417

Other funds holding BHP

Fisher Asset Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return