Bessemer Group’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Bessemer Group’s Portfolio SRC Stock Details SRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-129	Closed	-$6K	–	2247
2023 Q4	$6K	Buy	129 +128	+12,800%	+$4.94K	﹤0.01%	1743
2023 Q3	$0	Sell	1 -113	-99%	-$4.35K	﹤0.01%	2382
2023 Q2	$4K	Buy	+114	New	+$4.42K	﹤0.01%	1908
2020 Q3	–	Sell	-91	Closed	-$3K	–	1728
2020 Q2	$3K	Buy	+91	New	+$2.76K	﹤0.01%	1635
2016 Q4	–	Sell	-125	Closed	-$7K	–	2087
2016 Q3	$7K	Buy	+125	New	+$7.44K	﹤0.01%	1591

Other funds holding SRC

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Bessemer Group's SRC Position: Q1 2024 in Review

Bessemer Group sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 129 shares — an estimated $6K sold.

Bessemer Group first reported a position in SRC in Q3 2016 and held it in 5 quarters. The position peaked at $7K in Q3 2016. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

Bessemer Group reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
Bessemer Group sold 129 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $6K.
Bessemer Group first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2016 and held it in 5 quarters.
Bessemer Group's SPIRIT REALTY CAPITAL, INC. position peaked at $7K in Q3 2016.
4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Bessemer Group's 13F filing for Q1 2024, filed 13 May 2024.