Bessemer Group

Bessemer Group’s BlackRock Income Trust BKT Stock Holding History

Bessemer Group’s Portfolio BKT Stock Details BKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-400	Closed	-$5K	–	2152
2023 Q3	$5K	Hold	400	–	–	﹤0.01%	1727
2023 Q2	$5K	Hold	400	–	–	﹤0.01%	1801
2023 Q1	$5K	Hold	400	–	–	﹤0.01%	1596
2022 Q4	$5K	Hold	400	–	–	﹤0.01%	1550
2022 Q3	$5K	Hold	400	–	–	﹤0.01%	1693
2022 Q2	$5K	Hold	400	–	–	﹤0.01%	1503
2022 Q1	$6K	Buy	+400	New	+$6.28K	﹤0.01%	1466
2018 Q4	–	Sell	-156,333	Closed	-$2.68M	–	1945
2018 Q3	$2.68M	Sell	156,333 -15,334	-9%	-$265K	0.01%	328
2018 Q2	$3M	Hold	171,667	–	–	0.01%	317
2018 Q1	$3.02M	Hold	171,667	–	–	0.01%	337
2017 Q4	$3.18M	Sell	171,667 -49,666	-22%	-$923K	0.01%	339
2017 Q3	$4.17M	Sell	221,333 -17,000	-7%	-$322K	0.02%	310
2017 Q2	$4.55M	Sell	238,333 -10,000	-4%	-$188K	0.02%	298
2017 Q1	$4.61M	Sell	248,333 -3,334	-1%	-$62.2K	0.02%	341
2016 Q4	$4.78M	Hold	251,667	–	–	0.02%	330
2016 Q3	$4.89M	Hold	251,667	–	–	0.02%	309
2016 Q2	$5.01M	Sell	251,667 -23,333	-8%	-$459K	0.03%	305
2016 Q1	$5.47M	Hold	275,000	–	–	0.03%	274
2015 Q4	$5.26M	Hold	275,000	–	–	0.03%	247
2015 Q3	$5.21M	Hold	275,000	–	–	0.03%	242
2015 Q2	$5.21M	Buy	275,000 +33,333	+14%	+$642K	0.03%	260
2015 Q1	$4.65M	Buy	+241,667	New	+$4.67M	0.02%	265

Other funds holding BKT

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return