Bessemer Group
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Bessemer Group’s Adams Diversified Equity Fund ADX Stock Holding History

Bessemer Group’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,536
Closed -$22K – 1846
2022
Q3 		$22K Buy
+1,536
New +$24.8K ﹤0.01% 1340
2022
Q2 		– Sell
-2,280
Closed -$42K – 1858
2022
Q1 		$42K Buy
2,280
+2,004
+726% +$36.5K ﹤0.01% 1111
2021
Q4 		$5K Buy
+276
New +$5.55K ﹤0.01% 1556

Other funds holding ADX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bessemer Group's ADX Position: Q4 2022 in Review

Bessemer Group sold out of Adams Diversified Equity Fund (ADX) in Q4 2022, closing a stake of 1,536 shares — an estimated $22K sold.

Bessemer Group first reported a position in ADX in Q4 2021 and held it in 3 quarters. The position peaked at $42K in Q1 2022. 166 funds tracked by Wall St. Rank hold ADX as of Q4 2022.

  • Bessemer Group reported no remaining Adams Diversified Equity Fund position as of Q4 2022 after selling out during the quarter.
  • Bessemer Group sold 1,536 Adams Diversified Equity Fund shares in Q4 2022, an estimated $22K.
  • Bessemer Group first reported a position in Adams Diversified Equity Fund in Q4 2021 and held it in 3 quarters.
  • Bessemer Group's Adams Diversified Equity Fund position peaked at $42K in Q1 2022.
  • 166 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2022.

Based on Bessemer Group's 13F filing for Q4 2022, filed 13 Feb 2023.