Mayo Clinic’s Black Stone Minerals BSM Stock Holding History

Mayo Clinic’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 Q4	–	Sell	-166,147	Closed	-$2.86M	–	8
2023 Q3	$2.86M	Sell	166,147 -477,470	-74%	-$8.14M	5.52%	3
2023 Q2	$10.3M	Hold	643,617	–	–	10.54%	2
2023 Q1	$10.1M	Hold	643,617	–	–	8.29%	2
2022 Q4	$10.9M	Buy	+643,617	New	+$11.4M	5.75%	2
2021 Q2	$52.5M	Sell	4,879,824 -840,100	-15%	-$8.47M	58.01%	1
2021 Q1	$49.9M	Hold	5,719,924	–	–	57.43%	1
2020 Q4	$38.2M	Hold	5,719,924	–	–	45.97%	1
2020 Q3	$35.1M	Buy	5,719,924 +8,787	+0.2%	+$58.6K	47.33%	1
2020 Q2	$37.1M	Hold	5,711,137	–	–	35.52%	1
2020 Q1	$26.7M	Buy	5,711,137 +13,389	+0.2%	+$123K	67.58%	1
2019 Q4	$72.5M	Buy	+5,697,748	New	+$72.6M	82.19%	1

Other funds holding BSM

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

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

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.02B AUM 27.44% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $369M 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

Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return

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

Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return