Bessemer Group
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Bessemer Group’s Liberty All-Star Equity Fund USA Stock Holding History

Bessemer Group’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-48
Closed – – 2709
2024
Q2 		$0 Buy
+48
New +$326 ﹤0.01% 2139
2021
Q4 		– Sell
-131
Closed -$1K – 1981
2021
Q3 		$1K Sell
131
-4,956
-97% -$43.2K ﹤0.01% 1639
2021
Q2 		$46K Buy
+5,087
New +$42.7K ﹤0.01% 1083

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Bessemer Group's USA Position: Q3 2024 in Review

Bessemer Group sold out of Liberty All-Star Equity Fund (USA) in Q3 2024, closing a stake of 48 shares.

Bessemer Group first reported a position in USA in Q2 2021 and held it in 3 quarters. The position peaked at $46K in Q2 2021. 177 funds tracked by Wall St. Rank hold USA as of Q3 2024.

  • Bessemer Group reported no remaining Liberty All-Star Equity Fund position as of Q3 2024 after selling out during the quarter.
  • Bessemer Group sold 48 Liberty All-Star Equity Fund shares in Q3 2024.
  • Bessemer Group first reported a position in Liberty All-Star Equity Fund in Q2 2021 and held it in 3 quarters.
  • Bessemer Group's Liberty All-Star Equity Fund position peaked at $46K in Q2 2021.
  • 177 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2024.

Based on Bessemer Group's 13F filing for Q3 2024, filed 12 Nov 2024.