BHP β€” BHP Group Ltd

Ownership history in Union Investments & Development Ltd.  Β·  12 quarters on record

AI Ownership Summary

Union Investments & Development Ltd. reported BHP Group Ltd (BHP) in 12 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 1.07% in 2024 Q3. The latest visible filing shows BHP at 1.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Union Investments & Development Ltd.'s position in BHP Group Ltd, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

BHP was reported at 1.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.07% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Union Investments & Development Ltd. held BHP β€” position size vs. price
% of Fund (quarterly)    BHP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 UNCHANGED 3,000 β€” 0% 1.07% $186K 2024-11-14 (Est.) $50.04
2024 Q2 UNCHANGED 3,000 β€” 0% 1.05% $171K 2024-08-08 $49.69
2024 Q1 UNCHANGED 3,000 β€” 0% 0.79% $173K 2024-05-07 $53.73
2023 Q4 UNCHANGED 3,000 β€” 0% 0.19% $205K 2024-02-13 $53.74
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BHP

As of 2026 Q1 β€” sorted by position size

Bangor Savings Bank 3Y 7Y 0.0%

FAQ About Union Investments & Development Ltd. and BHP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Union Investments & Development Ltd. reported owning BHP?

Union Investments & Development Ltd. reported BHP across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported BHP position in Union Investments & Development Ltd.'s portfolio?

The largest reported portfolio weight for BHP was 1.07% in 2024 Q3.

What is the latest reported BHP position on this page?

The most recent filing on this page is 2024 Q3, when Union Investments & Development Ltd. reported 3,000 shares, equal to 1.07% of portfolio, with an estimated market value of $186K.

What does the chart on this BHP ownership page compare?

The chart compares Union Investments & Development Ltd.'s quarterly BHP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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