Bessemer Group’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Bessemer Group’s Portfolio TEAF Stock Details TEAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-284	Closed	-$3K	–	2714
2024 Q4	$3K	Sell	284 -28	-9%	-$355	﹤0.01%	2160
2024 Q3	$4K	Buy	312 +33	+12%	+$406	﹤0.01%	2042
2024 Q2	$3K	Buy	279 +64	+30%	+$745	﹤0.01%	1898
2024 Q1	$3K	Sell	215 -14	-6%	-$160	﹤0.01%	1901
2023 Q4	$3K	Sell	229 -117	-34%	-$1.37K	﹤0.01%	1967
2023 Q3	$4K	Buy	346 +35	+11%	+$440	﹤0.01%	1806
2023 Q2	$4K	Buy	311 +40	+15%	+$511	﹤0.01%	1895
2023 Q1	$4K	Buy	+271	New	+$3.53K	﹤0.01%	1710
2022 Q3	–	Sell	-52	Closed	-$1K	–	2160
2022 Q2	$1K	Buy	+52	New	+$759	﹤0.01%	1838
2022 Q1	–	Sell	-511	Closed	-$7K	–	1969
2021 Q4	$7K	Buy	+511	New	+$7.42K	﹤0.01%	1509

Other funds holding TEAF

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

SIA

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

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Bessemer Group's TEAF Position: Q1 2025 in Review

Bessemer Group sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q1 2025, closing a stake of 284 shares — an estimated $3K sold.

Bessemer Group first reported a position in TEAF in Q4 2021 and held it in 10 quarters. The position peaked at $7K in Q4 2021. 50 funds tracked by Wall St. Rank hold TEAF as of Q1 2025.

Bessemer Group reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q1 2025 after selling out during the quarter.
Bessemer Group sold 284 Ecofin Sustainable & Social Impact Term Fund shares in Q1 2025, an estimated $3K.
Bessemer Group first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q4 2021 and held it in 10 quarters.
Bessemer Group's Ecofin Sustainable & Social Impact Term Fund position peaked at $7K in Q4 2021.
50 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q1 2025.

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