Westfield Capital Management’s BHP BHP Stock Holding History

Westfield Capital Management’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
2023 Q3	–	Sell	-57,716	Closed	-$3.44M	–	237
2023 Q2	$3.44M	Buy	57,716 +4,495	+8%	+$268K	0.02%	205
2023 Q1	$3.37M	Buy	+53,221	New	+$3.43M	0.02%	205
2021 Q3	–	Sell	-96,311	Closed	-$6.26M	–	239
2021 Q2	$6.26M	Buy	96,311 +15,947	+20%	+$1.05M	0.04%	201
2021 Q1	$4.97M	Buy	+80,364	New	+$5.17M	0.03%	202
2019 Q2	–	Sell	-64,771	Closed	-$3.16M	–	246
2019 Q1	$3.16M	Buy	+64,771	New	+$2.95M	0.02%	218

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

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

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

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Westfield Capital Management's BHP Position: Q3 2023 in Review

Westfield Capital Management sold out of BHP (BHP) in Q3 2023, closing a stake of 57,716 shares — an estimated $3.44M sold.

Westfield Capital Management first reported a position in BHP in Q1 2019 and held it in 5 quarters. The position peaked at $6.26M in Q2 2021. 658 funds tracked by Wall St. Rank hold BHP as of Q3 2023.

Westfield Capital Management reported no remaining BHP position as of Q3 2023 after selling out during the quarter.
Westfield Capital Management sold 57,716 BHP shares in Q3 2023, an estimated $3.44M.
Westfield Capital Management first reported a position in BHP in Q1 2019 and held it in 5 quarters.
Westfield Capital Management's BHP position peaked at $6.26M in Q2 2021.
658 funds tracked by Wall St. Rank held BHP as of Q3 2023.

Based on Westfield Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.