McIlrath & Eck’s Black Stone Minerals BSM Stock Holding History

McIlrath & Eck’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	-3,300	Closed	-$45K	–	838
2022 Q2	$45K	Hold	3,300	–	–	0.01%	247
2022 Q1	$44K	Hold	3,300	–	–	0.01%	260
2021 Q4	$34K	Hold	3,300	–	–	0.01%	304
2021 Q3	$40K	Buy	+3,300	New	+$35K	0.01%	263

Other funds holding BSM

WMRU

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

McIlrath & Eck's BSM Position: Q3 2022 in Review

McIlrath & Eck sold out of Black Stone Minerals (BSM) in Q3 2022, closing a stake of 3,300 shares — an estimated $45K sold.

McIlrath & Eck first reported a position in BSM in Q3 2021 and held it in 4 quarters. The position peaked at $45K in Q2 2022. 147 funds tracked by Wall St. Rank hold BSM as of Q3 2022.

McIlrath & Eck reported no remaining Black Stone Minerals position as of Q3 2022 after selling out during the quarter.
McIlrath & Eck sold 3,300 Black Stone Minerals shares in Q3 2022, an estimated $45K.
McIlrath & Eck first reported a position in Black Stone Minerals in Q3 2021 and held it in 4 quarters.
McIlrath & Eck's Black Stone Minerals position peaked at $45K in Q2 2022.
147 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2022.

Based on McIlrath & Eck's 13F filing for Q3 2022, filed 18 Oct 2022.