Bessemer Group’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Bessemer Group’s Portfolio EMO Stock Details EMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-429	Closed	-$18K	–	2512
2024 Q3	$18K	Buy	+429	New	+$17.4K	﹤0.01%	1520
2023 Q4	–	Sell	-74	Closed	-$2K	–	2185
2023 Q3	$2K	Buy	+74	New	+$2.33K	﹤0.01%	1969
2022 Q4	–	Sell	-168	Closed	-$4K	–	1948
2022 Q3	$4K	Sell	168 -12	-7%	-$326	﹤0.01%	1753
2022 Q2	$4K	Sell	180 -90	-33%	-$2.5K	﹤0.01%	1583
2022 Q1	$8K	Sell	270 -233	-46%	-$5.92K	﹤0.01%	1425
2021 Q4	$11K	Buy	+503	New	+$11.5K	﹤0.01%	1391

Other funds holding EMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Bessemer Group's EMO Position: Q4 2024 in Review

Bessemer Group sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q4 2024, closing a stake of 429 shares — an estimated $18K sold.

Bessemer Group first reported a position in EMO in Q4 2021 and held it in 6 quarters. The position peaked at $18K in Q3 2024. 111 funds tracked by Wall St. Rank hold EMO as of Q4 2024.

Bessemer Group reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q4 2024 after selling out during the quarter.
Bessemer Group sold 429 ClearBridge Energy Midstream Opportunity Fund shares in Q4 2024, an estimated $18K.
Bessemer Group first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2021 and held it in 6 quarters.
Bessemer Group's ClearBridge Energy Midstream Opportunity Fund position peaked at $18K in Q3 2024.
111 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q4 2024.

Based on Bessemer Group's 13F filing for Q4 2024, filed 13 Feb 2025.