Yousif Capital Management’s BHP BHP Stock Holding History

Yousif 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
2026 Q1	$2.21M	Hold	30,326	–	–	0.03%	616
2025 Q4	$1.95M	Sell	30,326 -8,225	-21%	-$467K	0.02%	719
2025 Q3	$2.15M	Sell	38,551 -3,745	-9%	-$199K	0.02%	681
2025 Q2	$2.03M	Buy	42,296 +3,295	+8%	+$158K	0.02%	729
2025 Q1	$1.89M	Hold	39,001	–	–	0.02%	752
2024 Q4	$1.9M	Hold	39,001	–	–	0.02%	782
2024 Q3	$2.42M	Sell	39,001 -1,734	-4%	-$95.8K	0.03%	664
2024 Q2	$2.33M	Sell	40,735 -3,256	-7%	-$189K	0.03%	681
2024 Q1	$2.54M	Sell	43,991 -605	-1%	-$36.2K	0.03%	677
2023 Q4	$3.05M	Buy	44,596 +2,940	+7%	+$177K	0.04%	558
2023 Q3	$2.37M	Sell	41,656 -1,010	-2%	-$59K	0.03%	637
2023 Q2	$2.55M	Buy	42,666 +181	+0.4%	+$10.8K	0.03%	635
2023 Q1	$2.69M	Buy	42,485 +180	+0.4%	+$11.6K	0.04%	591
2022 Q4	$2.63M	Hold	42,305	–	–	0.03%	603
2022 Q3	$2.12M	Buy	42,305 +1,310	+3%	+$69.4K	0.03%	695
2022 Q2	$2.3M	Sell	40,995 -2,920	-7%	-$181K	0.03%	717
2022 Q1	$3.03M	Buy	43,915 +18,338	+72%	+$1.11M	0.03%	631
2021 Q4	$1.38M	Buy	+25,577	New	+$1.28M	0.01%	1217

Other funds holding BHP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of America

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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

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