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West Oak Capital’s BHP BHP Stock Holding History

West Oak 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
2021
Q4 		– Sell
-336
Closed -$16K – 366
2021
Q3 		$16K Hold
336
– – 0.01% 257
2021
Q2 		$22K Hold
336
– – 0.01% 230
2021
Q1 		$21K Buy
+336
New +$21.6K 0.01% 226
2015
Q4 		– Sell
-14,495
Closed -$409K – 284
2015
Q3 		$409K Sell
14,495
-5,784
-29% -$188K 0.33% 80
2015
Q2 		$736K Sell
20,279
-1,677
-8% -$67.7K 0.55% 63
2015
Q1 		$863K Buy
21,956
+3,649
+20% +$148K 0.63% 59
2014
Q4 		$733K Buy
18,307
+1,673
+10% +$77.2K 0.53% 63
2014
Q3 		$828K Sell
16,634
-201
-1% -$11.7K 0.62% 60
2014
Q2 		$974K Sell
16,835
-904
-5% -$53.1K 0.71% 59
2014
Q1 		$1.02M Buy
17,739
+77
+0.4% +$4.32K 0.75% 56
2013
Q4 		$1.02M Sell
17,662
-2,022
-10% -$117K 0.75% 57
2013
Q3 		$1.11M Buy
19,684
+981
+5% +$53.4K 0.87% 49
2013
Q2 		$912K Buy
+18,703
New +$1.04M 0.76% 54

Other funds holding BHP

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

West Oak Capital's BHP Position: Q4 2021 in Review

West Oak Capital sold out of BHP (BHP) in Q4 2021, closing a stake of 336 shares — an estimated $16K sold.

West Oak Capital first reported a position in BHP in Q2 2013 and held it in 13 quarters. The position peaked at $1.11M in Q3 2013. 504 funds tracked by Wall St. Rank hold BHP as of Q4 2021.

  • West Oak Capital reported no remaining BHP position as of Q4 2021 after selling out during the quarter.
  • West Oak Capital sold 336 BHP shares in Q4 2021, an estimated $16K.
  • West Oak Capital first reported a position in BHP in Q2 2013 and held it in 13 quarters.
  • West Oak Capital's BHP position peaked at $1.11M in Q3 2013.
  • 504 funds tracked by Wall St. Rank held BHP as of Q4 2021.

Based on West Oak Capital's 13F filing for Q4 2021, filed 12 Jan 2022.