Loring Wolcott & Coolidge Fiduciary Advisors’s Black Stone Minerals BSM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q2	–	Sell	-15,000	Closed	-$234K	–	556
2024 Q1	$234K	Hold	15,000	–	–	﹤0.01%	257
2023 Q4	$246K	Hold	15,000	–	–	﹤0.01%	261
2023 Q3	$275K	Hold	15,000	–	–	﹤0.01%	250
2023 Q2	$239K	Hold	15,000	–	–	﹤0.01%	280
2023 Q1	$235K	Hold	15,000	–	–	﹤0.01%	260
2022 Q4	$253K	Hold	15,000	–	–	﹤0.01%	257
2022 Q3	$235K	Hold	15,000	–	–	﹤0.01%	268
2022 Q2	$205K	Hold	15,000	–	–	﹤0.01%	287
2022 Q1	$202K	Hold	15,000	–	–	﹤0.01%	304
2021 Q4	$155K	Hold	15,000	–	–	﹤0.01%	344
2021 Q3	$181K	Hold	15,000	–	–	﹤0.01%	322
2021 Q2	$161K	Hold	15,000	–	–	﹤0.01%	343
2021 Q1	$131K	Hold	15,000	–	–	﹤0.01%	295
2020 Q4	$100K	Hold	15,000	–	–	﹤0.01%	351
2020 Q3	$92K	Hold	15,000	–	–	﹤0.01%	337
2020 Q2	$98K	Hold	15,000	–	–	﹤0.01%	310
2020 Q1	$70K	Hold	15,000	–	–	﹤0.01%	335
2019 Q4	$191K	Hold	15,000	–	–	﹤0.01%	274
2019 Q3	$214K	Buy	15,000 +11,000	+275%	+$161K	﹤0.01%	258
2019 Q2	$62K	Hold	4,000	–	–	﹤0.01%	383
2019 Q1	$71K	Buy	+4,000	New	+$68.7K	﹤0.01%	365

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $487M AUM 11.51% 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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BSM Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Black Stone Minerals (BSM) in Q2 2024, closing a stake of 15,000 shares — an estimated $234K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BSM in Q1 2019 and held it in 21 quarters. The position peaked at $275K in Q3 2023. 185 funds tracked by Wall St. Rank hold BSM as of Q2 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Black Stone Minerals position as of Q2 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 15,000 Black Stone Minerals shares in Q2 2024, an estimated $234K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Black Stone Minerals in Q1 2019 and held it in 21 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Black Stone Minerals position peaked at $275K in Q3 2023.
185 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.