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Edge Capital Group’s Black Stone Minerals BSM Stock Holding History

Edge Capital 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
2024
Q4 		$209K Sell
30
-14,280
-100% -$213K 0.01% 307
2024
Q3 		$216K Hold
14,310
– – 0.01% 300
2024
Q2 		$224K Hold
14,310
– – 0.01% 297
2024
Q1 		$229K Hold
14,310
– – 0.01% 297
2023
Q4 		$228K Hold
14,310
– – 0.01% 284
2023
Q3 		$247K Buy
+14,310
New +$244K 0.02% 257

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edge Capital Group's BSM Position: Q4 2024 in Review

Edge Capital Group reduced its Black Stone Minerals (BSM) stake by 100% in Q4 2024, selling an estimated $213K and leaving 30 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #307.

Edge Capital Group first reported a position in BSM in Q3 2023 and has held it in 6 quarters since. The position peaked at $247K in Q3 2023. 181 funds tracked by Wall St. Rank hold BSM as of Q4 2024.

  • Edge Capital Group held 30 shares of Black Stone Minerals worth $209K as of Q4 2024.
  • Edge Capital Group sold 14,280 Black Stone Minerals shares in Q4 2024, an estimated $213K.
  • Black Stone Minerals made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #307 holding.
  • Edge Capital Group first reported a position in Black Stone Minerals in Q3 2023 and has held it in 6 quarters since.
  • Edge Capital Group's Black Stone Minerals position peaked at $247K in Q3 2023.
  • 181 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.