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CAZ Investments’s Black Stone Minerals BSM Stock Holding History

CAZ Investments’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
2020
Q1 		– Sell
-42,300
Closed -$538K – 52
2019
Q4 		$538K Buy
+42,300
New +$539K 0.76% 13

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MC
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ZB
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EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCS
Texas Children's Houston, Texas $20.5M AUM 51.2% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CAZ Investments's BSM Position: Q1 2020 in Review

CAZ Investments sold out of Black Stone Minerals (BSM) in Q1 2020, closing a stake of 42,300 shares — an estimated $538K sold.

CAZ Investments first reported a position in BSM in Q4 2019 and held it in 1 quarter. The position peaked at $538K in Q4 2019. 94 funds tracked by Wall St. Rank hold BSM as of Q1 2020.

  • CAZ Investments reported no remaining Black Stone Minerals position as of Q1 2020 after selling out during the quarter.
  • CAZ Investments sold 42,300 Black Stone Minerals shares in Q1 2020, an estimated $538K.
  • CAZ Investments first reported a position in Black Stone Minerals in Q4 2019 and held it in 1 quarter.
  • CAZ Investments's Black Stone Minerals position peaked at $538K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2020.

Based on CAZ Investments's 13F filing for Q1 2020, filed 13 May 2020.