Bessemer Group

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $6.95B AUM 15.85% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Carson Advisory Athens, Georgia $193M AUM 14.52% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial

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