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Credit Suisse’s Black Stone Minerals BSM Stock Holding History

Credit Suisse’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
Q4 		– Sell
-5,937
Closed -$93K – 3965
2022
Q3 		$93K Sell
5,937
-12,343
-68% -$187K ﹤0.01% 3447
2022
Q2 		$250K Sell
18,280
-4,929
-21% -$74.8K ﹤0.01% 3242
2022
Q1 		$312K Buy
23,209
+2,603
+13% +$31K ﹤0.01% 3206
2021
Q4 		$213K Sell
20,606
-270
-1% -$3.12K ﹤0.01% 4252
2021
Q3 		$252K Sell
20,876
-6,436
-24% -$68.2K ﹤0.01% 4144
2021
Q2 		$288K Sell
27,312
-2,019
-7% -$20.4K ﹤0.01% 4133
2021
Q1 		$255K Sell
29,331
-151,843
-84% -$1.35M ﹤0.01% 4046
2020
Q4 		$1.21M Sell
181,174
-27,799
-13% -$188K ﹤0.01% 3193
2020
Q3 		$1.28M Buy
208,973
+176,636
+546% +$1.18M ﹤0.01% 2751
2020
Q2 		$210K Sell
32,337
-18,943
-37% -$120K ﹤0.01% 3715
2020
Q1 		$239K Sell
51,280
-194,285
-79% -$1.79M ﹤0.01% 3558
2019
Q4 		$3.12M Buy
245,565
+16,247
+7% +$207K ﹤0.01% 2248
2019
Q3 		$3.27M Buy
229,318
+217
+0.1% +$3.18K ﹤0.01% 2097
2019
Q2 		$3.55M Buy
229,101
+215,295
+1,559% +$3.67M ﹤0.01% 2021
2019
Q1 		$244K Sell
13,806
-1,217
-8% -$20.9K ﹤0.01% 3696
2018
Q4 		$233K Buy
15,023
+1,670
+13% +$28.2K ﹤0.01% 3612
2018
Q3 		$243K Sell
13,353
-4,534
-25% -$82.5K ﹤0.01% 3599
2018
Q2 		$330K Sell
17,887
-5,219
-23% -$93.9K ﹤0.01% 3592
2018
Q1 		$382K Buy
23,106
+4,759
+26% +$84.7K ﹤0.01% 3482
2017
Q4 		$329K Buy
18,347
+1,347
+8% +$23.7K ﹤0.01% 3598
2017
Q3 		$295K Sell
17,000
-1,428
-8% -$23.8K ﹤0.01% 3751
2017
Q2 		$290K Sell
18,428
-1,914
-9% -$31.1K ﹤0.01% 3475
2017
Q1 		$336K Sell
20,342
-1,030
-5% -$18.4K ﹤0.01% 3480
2016
Q4 		$401K Sell
21,372
-251,020
-92% -$4.6M ﹤0.01% 3546
2016
Q3 		$4.85M Sell
272,392
-35,319
-11% -$578K ﹤0.01% 1676
2016
Q2 		$4.77M Sell
307,711
-48,720
-14% -$753K 0.01% 1659
2016
Q1 		$4.99M Buy
356,431
+4,785
+1% +$63.1K 0.01% 1530
2015
Q4 		$5.07M Buy
351,646
+89,515
+34% +$1.29M 0.01% 1567
2015
Q3 		$3.62M Sell
262,131
-210,342
-45% -$3.18M ﹤0.01% 1812
2015
Q2 		$8.14M Buy
+472,473
New +$8.35M 0.01% 1394

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Credit Suisse's BSM Position: Q4 2022 in Review

Credit Suisse sold out of Black Stone Minerals (BSM) in Q4 2022, closing a stake of 5,937 shares — an estimated $93K sold.

Credit Suisse first reported a position in BSM in Q2 2015 and held it in 30 quarters. The position peaked at $8.14M in Q2 2015. 171 funds tracked by Wall St. Rank hold BSM as of Q4 2022.

  • Credit Suisse reported no remaining Black Stone Minerals position as of Q4 2022 after selling out during the quarter.
  • Credit Suisse sold 5,937 Black Stone Minerals shares in Q4 2022, an estimated $93K.
  • Credit Suisse first reported a position in Black Stone Minerals in Q2 2015 and held it in 30 quarters.
  • Credit Suisse's Black Stone Minerals position peaked at $8.14M in Q2 2015.
  • 171 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2022.

Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.