Bessemer Group
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Bessemer Group’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Bessemer Group’s Portfolio SBI Stock Details SBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-437
Closed -$3K – 2700
2024
Q4 		$3K Buy
437
+180
+70% +$1.45K ﹤0.01% 2154
2024
Q3 		$2K Buy
257
+76
+42% +$611 ﹤0.01% 2263
2024
Q2 		$1K Sell
181
-14
-7% -$109 ﹤0.01% 2012
2024
Q1 		$2K Sell
195
-53
-21% -$416 ﹤0.01% 1975
2023
Q4 		$2K Buy
248
+46
+23% +$340 ﹤0.01% 2054
2023
Q3 		$1K Buy
202
+7
+4% +$53 ﹤0.01% 2116
2023
Q2 		$1K Buy
195
+15
+8% +$116 ﹤0.01% 2217
2023
Q1 		$1K Sell
180
-170
-49% -$1.33K ﹤0.01% 1881
2022
Q4 		$3K Buy
350
+34
+11% +$254 ﹤0.01% 1736
2022
Q3 		$2K Buy
316
+13
+4% +$104 ﹤0.01% 1927
2022
Q2 		$2K Buy
303
+70
+30% +$566 ﹤0.01% 1765
2022
Q1 		$2K Buy
233
+88
+61% +$796 ﹤0.01% 1735
2021
Q4 		$1K Buy
+145
New +$1.41K ﹤0.01% 1827

Other funds holding SBI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Whitebox Advisors
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Carson Advisory Athens, Georgia $218M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bessemer Group's SBI Position: Q1 2025 in Review

Bessemer Group sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2025, closing a stake of 437 shares — an estimated $3K sold.

Bessemer Group first reported a position in SBI in Q4 2021 and held it in 13 quarters. The position peaked at $3K in Q4 2024. 60 funds tracked by Wall St. Rank hold SBI as of Q1 2025.

  • Bessemer Group reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 437 Western Asset Intermediate Muni Fund shares in Q1 2025, an estimated $3K.
  • Bessemer Group first reported a position in Western Asset Intermediate Muni Fund in Q4 2021 and held it in 13 quarters.
  • Bessemer Group's Western Asset Intermediate Muni Fund position peaked at $3K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2025.

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