MC
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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

WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
ECP
Epacria Capital Partners Boulder, Colorado $130M AUM 23.38% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
KCM
Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return

Mayo Clinic's BSM Position: Q4 2023 in Review

Mayo Clinic sold out of Black Stone Minerals (BSM) in Q4 2023, closing a stake of 166,147 shares — an estimated $2.86M sold.

Mayo Clinic first reported a position in BSM in Q4 2019 and held it in 11 quarters. The position peaked at $72.5M in Q4 2019. 195 funds tracked by Wall St. Rank hold BSM as of Q4 2023.

  • Mayo Clinic reported no remaining Black Stone Minerals position as of Q4 2023 after selling out during the quarter.
  • Mayo Clinic sold 166,147 Black Stone Minerals shares in Q4 2023, an estimated $2.86M.
  • Mayo Clinic first reported a position in Black Stone Minerals in Q4 2019 and held it in 11 quarters.
  • Mayo Clinic's Black Stone Minerals position peaked at $72.5M in Q4 2019.
  • 195 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2023.

Based on Mayo Clinic's 13F filing for Q4 2023, filed 13 Feb 2024.