West Branch Capital’s BHP BHP Stock Holding History

West Branch Capital’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 Q4	–	Sell	-1	Closed	-$68	–	558
2024 Q3	$68	Buy	+1	New	+$55	﹤0.01%	566

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

West Branch Capital's BHP Position: Q4 2024 in Review

West Branch Capital sold out of BHP (BHP) in Q4 2024, closing a stake of 1 share — an estimated $68 sold.

West Branch Capital first reported a position in BHP in Q3 2024 and held it in 1 quarter. The position peaked at $68 in Q3 2024. 647 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

West Branch Capital reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
West Branch Capital sold 1 BHP share in Q4 2024, an estimated $68.
West Branch Capital first reported a position in BHP in Q3 2024 and held it in 1 quarter.
West Branch Capital's BHP position peaked at $68 in Q3 2024.
647 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.