Cutler Group’s Black Stone Minerals BSM Stock Holding History

Cutler Group’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
2023 Q2	–	Sell	-3,600	Closed	-$1K	–	3599
2023 Q1	$1K	Buy	+3,600	New	+$56.4K	﹤0.01%	3350
2022 Q4	–	Sell	-5,500	Closed	-$1K	–	4426
2022 Q3	$1K	Buy	+5,500	New	+$83.4K	﹤0.01%	4439
2018 Q1	–	Sell	-5,600	Closed	-$4K	–	4479
2017 Q4	$4K	Buy	+5,600	New	+$98.6K	﹤0.01%	3752
2017 Q1	–	Sell	-12,400	Closed	-$4K	–	6393
2016 Q4	$4K	Sell	12,400 -5,800	-32%	-$106K	﹤0.01%	5050
2016 Q3	$3K	Buy	18,200 +12,500	+219%	+$204K	﹤0.01%	5319
2016 Q2	$4K	Buy	+5,700	New	+$88.1K	﹤0.01%	5086

Other funds holding BSM

WMRU

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

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

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

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

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

Cutler Group's BSM Position: Q1 2024 in Review

Cutler Group reduced its Black Stone Minerals (BSM) stake by 38% in Q1 2024, selling an estimated $3.85K and leaving 399 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Cutler Group first reported a position in BSM in Q4 2015 and has held it in 19 quarters since. The position peaked at $1.61M in Q3 2016. 183 funds tracked by Wall St. Rank hold BSM as of Q1 2024.

Cutler Group held 399 shares of Black Stone Minerals worth $6K as of Q1 2024.
Cutler Group sold 243 Black Stone Minerals shares in Q1 2024, an estimated $3.85K.
Black Stone Minerals made up ﹤0.01% of Cutler Group's portfolio in Q1 2024, its #1476 holding.
Cutler Group first reported a position in Black Stone Minerals in Q4 2015 and has held it in 19 quarters since.
Cutler Group's Black Stone Minerals position peaked at $1.61M in Q3 2016.
183 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.