Bessemer Group’s CrossAmerica Partners CAPL Stock Holding History

Bessemer Group’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,500	Closed	-$34K	–	2051
2023 Q4	$34K	Buy	+1,500	New	+$33.3K	﹤0.01%	1386
2015 Q4	–	Sell	-116	Closed	-$3K	–	1578
2015 Q3	$3K	Hold	116	–	–	﹤0.01%	1409
2015 Q2	$3K	Sell	116 -269	-70%	-$8.58K	﹤0.01%	1415
2015 Q1	$13K	Buy	+385	New	+$13.9K	﹤0.01%	1178

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bessemer Group's CAPL Position: Q1 2024 in Review

Bessemer Group sold out of CrossAmerica Partners (CAPL) in Q1 2024, closing a stake of 1,500 shares — an estimated $34K sold.

Bessemer Group first reported a position in CAPL in Q1 2015 and held it in 4 quarters. The position peaked at $34K in Q4 2023. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2024.

Bessemer Group reported no remaining CrossAmerica Partners position as of Q1 2024 after selling out during the quarter.
Bessemer Group sold 1,500 CrossAmerica Partners shares in Q1 2024, an estimated $34K.
Bessemer Group first reported a position in CrossAmerica Partners in Q1 2015 and held it in 4 quarters.
Bessemer Group's CrossAmerica Partners position peaked at $34K in Q4 2023.
62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2024.

Based on Bessemer Group's 13F filing for Q1 2024, filed 13 May 2024.