McDaniel Terry & Co’s Black Stone Minerals BSM Stock Holding History

McDaniel Terry & Co’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	$1.81M	Hold	119,987	–	–	0.15%	43
2025 Q4	$1.59M	Hold	119,987	–	–	0.14%	43
2025 Q3	$1.58M	Hold	119,987	–	–	0.13%	45
2025 Q2	$1.57M	Hold	119,987	–	–	0.13%	47
2025 Q1	$1.83M	Sell	119,987 -6,775	-5%	-$102K	0.16%	44
2024 Q4	$1.85M	Hold	126,762	–	–	0.15%	43
2024 Q3	$1.91M	Hold	126,762	–	–	0.16%	41
2024 Q2	$1.99M	Hold	126,762	–	–	0.17%	40
2024 Q1	$2.03M	Sell	126,762 -6,200	-5%	-$98.2K	0.18%	42
2023 Q4	$2.12M	Hold	132,962	–	–	0.2%	38
2023 Q3	$2.29M	Hold	132,962	–	–	0.24%	38
2023 Q2	$2.12M	Sell	132,962 -3,200	-2%	-$51.2K	0.22%	37
2023 Q1	$2.14M	Sell	136,162 -6,350	-4%	-$99.4K	0.23%	36
2022 Q4	$2.4M	Hold	142,512	–	–	0.28%	35
2022 Q3	$2.23M	Hold	142,512	–	–	0.29%	35
2022 Q2	$1.95M	Hold	142,512	–	–	0.24%	36
2022 Q1	$1.92M	Sell	142,512 -7,845	-5%	-$93.5K	0.21%	37
2021 Q4	$1.55M	Hold	150,357	–	–	0.16%	42
2021 Q3	$1.81M	Hold	150,357	–	–	0.21%	35
2021 Q2	$1.62M	Hold	150,357	–	–	0.19%	37
2021 Q1	$1.31M	Hold	150,357	–	–	0.16%	38
2020 Q4	$1M	Hold	150,357	–	–	0.13%	38
2020 Q3	$923K	Hold	150,357	–	–	0.13%	38
2020 Q2	$977K	Hold	150,357	–	–	0.15%	39
2020 Q1	$704K	Hold	150,357	–	–	0.13%	38
2019 Q4	$1.91M	Sell	150,357 -50,000	-25%	-$637K	0.29%	31
2019 Q3	$2.85M	Buy	200,357 +129,359	+182%	+$1.9M	0.46%	30
2019 Q2	$1.1M	Hold	70,998	–	–	0.18%	34
2019 Q1	$1.25M	Hold	70,998	–	–	0.21%	31
2018 Q4	$1.1M	Hold	70,998	–	–	0.21%	31
2018 Q3	$1.29M	Hold	70,998	–	–	0.22%	32
2018 Q2	$1.31M	Hold	70,998	–	–	0.24%	32
2018 Q1	$1.18M	Hold	70,998	–	–	0.21%	31
2017 Q4	$1.27M	Hold	70,998	–	–	0.23%	30
2017 Q3	$1.23M	Hold	70,998	–	–	0.23%	30
2017 Q2	$1.12M	Hold	70,998	–	–	0.22%	31
2017 Q1	$1.17M	Hold	70,998	–	–	0.23%	31
2016 Q4	$1.33M	Hold	70,998	–	–	0.28%	29
2016 Q3	$1.26M	Hold	70,998	–	–	0.27%	29
2016 Q2	$1.1M	Hold	70,998	–	–	0.25%	29
2016 Q1	$995K	Hold	70,998	–	–	0.23%	28
2015 Q4	$1.02M	Hold	70,998	–	–	0.27%	28
2015 Q3	$980K	Sell	70,998 -20,643	-23%	-$312K	0.27%	27
2015 Q2	$1.58M	Buy	+91,641	New	+$1.62M	0.4%	28

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return