Bessemer Group
LEO

Bessemer Group’s BNY Mellon Strategic Municipals LEO Stock Holding History

Bessemer Group’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,921
Closed -$12K – 2608
2024
Q4 		$12K Buy
1,921
+784
+69% +$4.95K ﹤0.01% 1693
2024
Q3 		$7K Buy
1,137
+313
+38% +$1.98K ﹤0.01% 1795
2024
Q2 		$5K Sell
824
-31
-4% -$186 ﹤0.01% 1693
2024
Q1 		$5K Sell
855
-237
-22% -$1.42K ﹤0.01% 1718
2023
Q4 		$6K Buy
+1,092
New +$6K ﹤0.01% 1726
2022
Q3 		– Sell
-981
Closed -$6K – 2098
2022
Q2 		$6K Sell
981
-377
-28% -$2.56K ﹤0.01% 1485
2022
Q1 		$10K Buy
1,358
+713
+111% +$5.46K ﹤0.01% 1386
2021
Q4 		$5K Buy
+645
New +$5.46K ﹤0.01% 1581
2018
Q3 		– Sell
-175
Closed -$1K – 1852
2018
Q2 		$1K Hold
175
– – ﹤0.01% 1645
2018
Q1 		$1K Hold
175
– – ﹤0.01% 1648
2017
Q4 		$2K Sell
175
-8,518
-98% -$74.6K ﹤0.01% 1630
2017
Q3 		$76K Sell
8,693
-176,307
-95% -$1.58M ﹤0.01% 1232
2017
Q2 		$1.65M Sell
185,000
-15,000
-8% -$132K 0.01% 520
2017
Q1 		$1.72M Hold
200,000
– – 0.01% 545
2016
Q4 		$1.68M Buy
+200,000
New +$1.71M 0.01% 561

Other funds holding LEO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bessemer Group's LEO Position: Q1 2025 in Review

Bessemer Group sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2025, closing a stake of 1,921 shares — an estimated $12K sold.

Bessemer Group first reported a position in LEO in Q4 2016 and held it in 15 quarters. The position peaked at $1.72M in Q1 2017. 88 funds tracked by Wall St. Rank hold LEO as of Q1 2025.

  • Bessemer Group reported no remaining BNY Mellon Strategic Municipals position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 1,921 BNY Mellon Strategic Municipals shares in Q1 2025, an estimated $12K.
  • Bessemer Group first reported a position in BNY Mellon Strategic Municipals in Q4 2016 and held it in 15 quarters.
  • Bessemer Group's BNY Mellon Strategic Municipals position peaked at $1.72M in Q1 2017.
  • 88 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2025.

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