Cadence Bank NA’s Black Stone Minerals BSM Stock Holding History

Cadence Bank NA’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
2022 Q3	$349K	Buy	22,298 +583	+3%	+$8.85K	2.17%	10
2022 Q2	$297K	Buy	21,715 +564	+3%	+$8.56K	0.1%	159
2022 Q1	$285K	Buy	21,151 +480	+2%	+$5.72K	0.08%	171
2021 Q4	$214K	Hold	20,671	–	–	0.06%	205
2021 Q3	$249K	Buy	+20,671	New	+$219K	0.07%	186

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Cadence Bank NA's BSM Position: Q3 2022 in Review

Cadence Bank NA increased its Black Stone Minerals (BSM) stake by 2.7% in Q3 2022, buying an estimated $8.85K and bringing the position to 22,298 shares worth $349K. The position accounts for 2.17% of the portfolio, ranked #10.

Cadence Bank NA first reported a position in BSM in Q3 2021 and has held it in 5 quarters since. 147 funds tracked by Wall St. Rank hold BSM as of Q3 2022.

Cadence Bank NA held 22,298 shares of Black Stone Minerals worth $349K as of Q3 2022.
Cadence Bank NA bought 583 Black Stone Minerals shares in Q3 2022, an estimated $8.85K.
Black Stone Minerals made up 2.17% of Cadence Bank NA's portfolio in Q3 2022, its #10 holding.
Cadence Bank NA first reported a position in Black Stone Minerals in Q3 2021 and has held it in 5 quarters since.
147 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.