BHP BHP GROUP LTD

Ownership history in HoyleCohen, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which HoyleCohen, LLC reported a position in BHP GROUP LTD (BHP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2023 Q4)
Avg. % of fund
0.02%
First filed
2023 Q2
Last filed
2024 Q1
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q1 UNCHANGED 4,700 0% 0.02% $271K $53.93
2023 Q4 UNCHANGED 4,700 0% 0.03% $321K $62.29
2023 Q3 REDUCED 4,700 -100 -2.1% 0.02% $267K $51.87
2023 Q2 INITIATED 4,800 0.03% $286K $52.92
% of Fund (quarterly)    BHP price (monthly, adj. close)
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