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Custom Index Systems’s Black Stone Minerals BSM Stock Holding History

Custom Index Systems’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
2025
Q1 		– Sell
-64,013
Closed -$935K – 290
2024
Q4 		$935K Sell
64,013
-9,866
-13% -$147K 0.5% 54
2024
Q3 		$1.12M Sell
73,879
-13,908
-16% -$208K 0.6% 44
2024
Q2 		$1.38M Buy
87,787
+327
+0.4% +$5.23K 0.79% 35
2024
Q1 		$1.4M Sell
87,460
-1,637
-2% -$25.9K 0.79% 32
2023
Q4 		$1.42M Buy
+89,097
New +$1.53M 0.88% 29

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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

Custom Index Systems's BSM Position: Q1 2025 in Review

Custom Index Systems sold out of Black Stone Minerals (BSM) in Q1 2025, closing a stake of 64,013 shares — an estimated $935K sold.

Custom Index Systems first reported a position in BSM in Q4 2023 and held it in 5 quarters. The position peaked at $1.42M in Q4 2023. 177 funds tracked by Wall St. Rank hold BSM as of Q1 2025.

  • Custom Index Systems reported no remaining Black Stone Minerals position as of Q1 2025 after selling out during the quarter.
  • Custom Index Systems sold 64,013 Black Stone Minerals shares in Q1 2025, an estimated $935K.
  • Custom Index Systems first reported a position in Black Stone Minerals in Q4 2023 and held it in 5 quarters.
  • Custom Index Systems's Black Stone Minerals position peaked at $1.42M in Q4 2023.
  • 177 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2025.

Based on Custom Index Systems's 13F filing for Q1 2025, filed 14 May 2025.