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Blue Trust Inc’s Black Stone Minerals BSM Stock Holding History

Blue Trust Inc’s Portfolio BSM Stock Details BSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,468
Closed -$146K – 2243
2023
Q4 		$146K Sell
8,468
-18,160
-68% -$313K ﹤0.01% 552
2023
Q3 		$425K Buy
26,628
+767
+3% +$13.1K 0.01% 274
2023
Q2 		$406K Buy
25,861
+769
+3% +$12.3K 0.01% 258
2023
Q1 		$423K Buy
25,092
+586
+2% +$9.18K 0.01% 328
2022
Q4 		$384K Buy
24,506
+2,317
+10% +$41K 0.01% 304
2022
Q3 		$304K Buy
22,189
+5,225
+31% +$79.3K 0.01% 266
2022
Q2 		$228K Buy
+16,964
New +$258K ﹤0.01% 304

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return

Blue Trust Inc's BSM Position: Q1 2024 in Review

Blue Trust Inc sold out of Black Stone Minerals (BSM) in Q1 2024, closing a stake of 8,468 shares — an estimated $146K sold.

Blue Trust Inc first reported a position in BSM in Q2 2022 and held it in 7 quarters. The position peaked at $425K in Q3 2023. 183 funds tracked by Wall St. Rank hold BSM as of Q1 2024.

  • Blue Trust Inc reported no remaining Black Stone Minerals position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 8,468 Black Stone Minerals shares in Q1 2024, an estimated $146K.
  • Blue Trust Inc first reported a position in Black Stone Minerals in Q2 2022 and held it in 7 quarters.
  • Blue Trust Inc's Black Stone Minerals position peaked at $425K in Q3 2023.
  • 183 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.