Bessemer Group
SPE

Bessemer Group’s Special Opportunities Fund SPE Stock Holding History

Bessemer Group’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-262
Closed -$3K – 2673
2024
Q3 		$3K Buy
262
+28
+12% +$363 ﹤0.01% 2127
2024
Q2 		$3K Buy
234
+50
+27% +$609 ﹤0.01% 1896
2024
Q1 		$2K Sell
184
-11
-6% -$128 ﹤0.01% 1979
2023
Q4 		$2K Sell
195
-111
-36% -$1.18K ﹤0.01% 2057
2023
Q3 		$3K Buy
+306
New +$3.31K ﹤0.01% 1905

Other funds holding SPE

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bessemer Group's SPE Position: Q4 2024 in Review

Bessemer Group sold out of Special Opportunities Fund (SPE) in Q4 2024, closing a stake of 262 shares — an estimated $3K sold.

Bessemer Group first reported a position in SPE in Q3 2023 and held it in 5 quarters. The position peaked at $3K in Q3 2024. 39 funds tracked by Wall St. Rank hold SPE as of Q4 2024.

  • Bessemer Group reported no remaining Special Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Bessemer Group sold 262 Special Opportunities Fund shares in Q4 2024, an estimated $3K.
  • Bessemer Group first reported a position in Special Opportunities Fund in Q3 2023 and held it in 5 quarters.
  • Bessemer Group's Special Opportunities Fund position peaked at $3K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q4 2024.

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