Bessemer Group’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Bessemer Group’s Portfolio PFD Stock Details PFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-427	Closed	-$5K	–	2637
2024 Q3	$5K	Buy	427 +27	+7%	+$301	﹤0.01%	1947
2024 Q2	$4K	Buy	+400	New	+$4.11K	﹤0.01%	1778
2021 Q4	–	Sell	-7,000	Closed	-$110K	–	1945
2021 Q3	$110K	Hold	7,000	–	–	﹤0.01%	917
2021 Q2	$117K	Buy	+7,000	New	+$123K	﹤0.01%	917

Other funds holding PFD

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bessemer Group's PFD Position: Q4 2024 in Review

Bessemer Group sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q4 2024, closing a stake of 427 shares — an estimated $5K sold.

Bessemer Group first reported a position in PFD in Q2 2021 and held it in 4 quarters. The position peaked at $117K in Q2 2021. 48 funds tracked by Wall St. Rank hold PFD as of Q4 2024.

Bessemer Group reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q4 2024 after selling out during the quarter.
Bessemer Group sold 427 Flaherty & Crumrine Preferred and Income Fund shares in Q4 2024, an estimated $5K.
Bessemer Group first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q2 2021 and held it in 4 quarters.
Bessemer Group's Flaherty & Crumrine Preferred and Income Fund position peaked at $117K in Q2 2021.
48 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2024.

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