Bessemer Group
MORT icon

Bessemer Group’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Bessemer Group’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-42,540
Closed -$497K – 2099
2024
Q1 		$497K Hold
42,540
– – ﹤0.01% 808
2023
Q4 		$503K Buy
42,540
+1,730
+4% +$19K ﹤0.01% 822
2023
Q3 		$464K Buy
+40,810
New +$482K ﹤0.01% 822
2016
Q4 		– Sell
-725
Closed -$16K – 2014
2016
Q3 		$16K Buy
+725
New +$16K ﹤0.01% 1424

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arete Wealth Advisors
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Drive Wealth Management
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bessemer Group's MORT Position: Q2 2024 in Review

Bessemer Group sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2024, closing a stake of 42,540 shares — an estimated $497K sold.

Bessemer Group first reported a position in MORT in Q3 2016 and held it in 4 quarters. The position peaked at $503K in Q4 2023. 77 funds tracked by Wall St. Rank hold MORT as of Q2 2024.

  • Bessemer Group reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2024 after selling out during the quarter.
  • Bessemer Group sold 42,540 VanEck Mortgage REIT Income ETF shares in Q2 2024, an estimated $497K.
  • Bessemer Group first reported a position in VanEck Mortgage REIT Income ETF in Q3 2016 and held it in 4 quarters.
  • Bessemer Group's VanEck Mortgage REIT Income ETF position peaked at $503K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2024.

Based on Bessemer Group's 13F filing for Q2 2024, filed 13 Aug 2024.