Bessemer Group
FUND

Bessemer Group’s Sprott Focus Trust FUND Stock Holding History

Bessemer Group’s Portfolio FUND Stock Details FUND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-652
Closed -$5K – 2548
2024
Q4 		$5K Buy
+652
New +$5.08K ﹤0.01% 1997

Other funds holding FUND

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Bessemer Group's FUND Position: Q1 2025 in Review

Bessemer Group sold out of Sprott Focus Trust (FUND) in Q1 2025, closing a stake of 652 shares — an estimated $5K sold.

Bessemer Group first reported a position in FUND in Q4 2024 and held it in 1 quarter. The position peaked at $5K in Q4 2024. 33 funds tracked by Wall St. Rank hold FUND as of Q1 2025.

  • Bessemer Group reported no remaining Sprott Focus Trust position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 652 Sprott Focus Trust shares in Q1 2025, an estimated $5K.
  • Bessemer Group first reported a position in Sprott Focus Trust in Q4 2024 and held it in 1 quarter.
  • Bessemer Group's Sprott Focus Trust position peaked at $5K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Sprott Focus Trust as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.