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Wintrust Investments’s BHP BHP Stock Holding History

Wintrust Investments’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
-2,077
Closed -$129K – 427
2024
Q3 		$129K Sell
2,077
-19,759
-90% -$1.09M 0.1% 175
2024
Q2 		$1.25M Sell
21,836
-19
-0.1% -$1.1K 0.1% 168
2024
Q1 		$1.26M Sell
21,855
-900
-4% -$53.9K 0.11% 164
2023
Q4 		$1.55M Sell
22,755
-750
-3% -$45.3K 0.15% 137
2023
Q3 		$1.34M Sell
23,505
-1,569
-6% -$91.7K 0.14% 141
2023
Q2 		$1.5M Sell
25,074
-30
-0.1% -$1.79K 0.15% 133
2023
Q1 		$1.59M Sell
25,104
-504
-2% -$32.5K 0.2% 95
2022
Q4 		$1.59M Sell
25,608
-1,260
-5% -$70.9K 0.21% 99
2022
Q3 		$1.34M Sell
26,868
-1,811
-6% -$95.9K 0.17% 112
2022
Q2 		$1.61M Buy
28,679
+6,222
+28% +$386K 0.19% 97
2022
Q1 		$1.55M Sell
22,457
-1,622
-7% -$98.5K 0.15% 124
2021
Q4 		$1.3M Sell
24,079
-9,266
-28% -$463K 0.12% 141
2021
Q3 		$1.59M Buy
33,345
+23,310
+232% +$1.42M 0.22% 85
2021
Q2 		$652K Buy
10,035
+3,413
+52% +$226K 0.07% 229
2021
Q1 		$410K Buy
+6,622
New +$426K 0.04% 281
2020
Q4 		– Sell
-6,481
Closed -$299K – 198
2020
Q3 		$299K Buy
6,481
+1,080
+20% +$52K 0.04% 268
2020
Q2 		$240K Buy
+5,401
New +$211K 0.03% 300

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wintrust Investments's BHP Position: Q4 2024 in Review

Wintrust Investments sold out of BHP (BHP) in Q4 2024, closing a stake of 2,077 shares — an estimated $129K sold.

Wintrust Investments first reported a position in BHP in Q2 2020 and held it in 17 quarters. The position peaked at $1.61M in Q2 2022. 646 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • Wintrust Investments reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 2,077 BHP shares in Q4 2024, an estimated $129K.
  • Wintrust Investments first reported a position in BHP in Q2 2020 and held it in 17 quarters.
  • Wintrust Investments's BHP position peaked at $1.61M in Q2 2022.
  • 646 funds tracked by Wall St. Rank held BHP as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.