Evergreen Capital Management’s Black Stone Minerals BSM Stock Holding History

Evergreen Capital Management’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
2026 Q1	$2.99M	Sell	197,960 -1,515	-0.8%	-$22.5K	0.07%	256
2025 Q4	$2.65M	Sell	199,475 -19,340	-9%	-$261K	0.06%	265
2025 Q3	$2.88M	Sell	218,815 -41,375	-16%	-$521K	0.07%	231
2025 Q2	$3.4M	Sell	260,190 -2,910	-1%	-$40.2K	0.1%	199
2025 Q1	$4.02M	Sell	263,100 -58,120	-18%	-$873K	0.13%	174
2024 Q4	$4.69M	Sell	321,220 -9,361	-3%	-$140K	0.15%	158
2024 Q3	$4.99M	Buy	330,581 +276,425	+510%	+$4.14M	0.17%	149
2024 Q2	$849K	Buy	54,156 +20,545	+61%	+$329K	0.03%	335
2024 Q1	$537K	Hold	33,611	–	–	0.02%	434
2023 Q4	$536K	Sell	33,611 -2,039	-6%	-$35.1K	0.02%	406
2023 Q3	$614K	Hold	35,650	–	–	0.03%	347
2023 Q2	$569K	Hold	35,650	–	–	0.02%	369
2023 Q1	$559K	Hold	35,650	–	–	0.03%	359
2022 Q4	$601K	Hold	35,650	–	–	0.03%	341
2022 Q3	$558K	Hold	35,650	–	–	0.03%	328
2022 Q2	$488K	Hold	35,650	–	–	0.03%	335
2022 Q1	$480K	Hold	35,650	–	–	0.02%	387
2021 Q4	$368K	Hold	35,650	–	–	0.01%	425
2021 Q3	$430K	Buy	+35,650	New	+$378K	0.02%	372
2020 Q3	–	Sell	-8,137	Closed	-$53K	–	427
2020 Q2	$53K	Sell	8,137 -613	-7%	-$3.9K	﹤0.01%	391
2020 Q1	$41K	Sell	8,750 -225,065	-96%	-$2.07M	﹤0.01%	360
2019 Q4	$2.97M	Sell	233,815 -148,535	-39%	-$1.89M	0.25%	90
2019 Q3	$5.45M	Sell	382,350 -2,675	-0.7%	-$39.2K	0.51%	54
2019 Q2	$5.97M	Sell	385,025 -132,370	-26%	-$2.26M	0.57%	49
2019 Q1	$9.13M	Sell	517,395 -7,725	-1%	-$133K	0.92%	24
2018 Q4	$8.13M	Sell	525,120 -53,185	-9%	-$899K	0.85%	25
2018 Q3	$10.5M	Sell	578,305 -21,390	-4%	-$389K	0.93%	24
2018 Q2	$11.1M	Sell	599,695 -6,175	-1%	-$111K	1.04%	20
2018 Q1	$10M	Sell	605,870 -49,000	-7%	-$872K	0.96%	22
2017 Q4	$11.7M	Buy	654,870 +41,000	+7%	+$722K	1.19%	17
2017 Q3	$10.6M	Buy	613,870 +60,175	+11%	+$1M	1.24%	24
2017 Q2	$8.73M	Buy	+553,695	New	+$8.99M	1.41%	21