Zullo Investment Group’s BHP BHP Stock Holding History

Zullo Investment Group’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 Q1	–	Sell	-81	Closed	-$5.03K	–	189
2022 Q4	$5.03K	Hold	81	–	–	﹤0.01%	600
2022 Q3	$4K	Hold	81	–	–	﹤0.01%	615
2022 Q2	$5K	Sell	81 -10	-11%	-$621	﹤0.01%	603
2022 Q1	$6K	Hold	91	–	–	﹤0.01%	609
2021 Q4	$5K	Buy	+91	New	+$4.55K	﹤0.01%	645

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

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

Norges Bank Oslo, Norway $1T AUM

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Zullo Investment Group's BHP Position: Q1 2023 in Review

Zullo Investment Group sold out of BHP (BHP) in Q1 2023, closing a stake of 81 shares — an estimated $5.03K sold.

Zullo Investment Group first reported a position in BHP in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 664 funds tracked by Wall St. Rank hold BHP as of Q1 2023.

Zullo Investment Group reported no remaining BHP position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 81 BHP shares in Q1 2023, an estimated $5.03K.
Zullo Investment Group first reported a position in BHP in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's BHP position peaked at $6K in Q1 2022.
664 funds tracked by Wall St. Rank held BHP as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.