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Ion Asset Management’s Black Stone Minerals BSM Stock Holding History

Ion Asset 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
2022
Q3 		– Sell
-705,000
Closed -$9.65M – 40
2022
Q2 		$9.65M Buy
+705,000
New +$10.7M 1.44% 15

Other funds holding BSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
N
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
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
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
KCM
Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return

Ion Asset Management's BSM Position: Q4 2023 in Review

Ion Asset Management sold out of Black Stone Minerals (BSM) in Q4 2023, closing a stake of 480,000 shares — an estimated $8.27M sold.

Ion Asset Management first reported a position in BSM in Q1 2022 and held it in 6 quarters. The position peaked at $11.4M in Q4 2022. 195 funds tracked by Wall St. Rank hold BSM as of Q4 2023.

  • Ion Asset Management reported no remaining Black Stone Minerals position as of Q4 2023 after selling out during the quarter.
  • Ion Asset Management sold 480,000 Black Stone Minerals shares in Q4 2023, an estimated $8.27M.
  • Ion Asset Management first reported a position in Black Stone Minerals in Q1 2022 and held it in 6 quarters.
  • Ion Asset Management's Black Stone Minerals position peaked at $11.4M in Q4 2022.
  • 195 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2023.

Based on Ion Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.