Meristem Family Wealth’s Black Stone Minerals BSM Stock Holding History

Meristem Family Wealth’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 Q1	$1.43M	Hold	106,114	–	–	0.15%	72
2021 Q4	$1.1M	Hold	106,114	–	–	0.09%	122
2021 Q3	$1.28M	Hold	106,114	–	–	0.12%	98
2021 Q2	$1.14M	Hold	106,114	–	–	0.18%	70
2021 Q1	$925K	Sell	106,114 -22,805	-18%	-$203K	0.19%	70
2020 Q4	$861K	Buy	128,919 +22,805	+21%	+$154K	0.18%	70
2020 Q3	$652K	Hold	106,114	–	–	0.17%	77
2020 Q2	$690K	Hold	106,114	–	–	0.19%	73
2020 Q1	$497K	Buy	106,114 +22,805	+27%	+$210K	0.15%	87
2019 Q4	$1.06M	Hold	83,309	–	–	0.26%	55
2019 Q3	$1.19M	Buy	83,309 +43,826	+111%	+$643K	0.32%	49
2019 Q2	$612K	Buy	39,483 +6,842	+21%	+$117K	0.19%	77
2019 Q1	$576K	Hold	32,641	–	–	0.19%	70
2018 Q4	$505K	Hold	32,641	–	–	0.18%	70
2018 Q3	$594K	Hold	32,641	–	–	0.2%	62
2018 Q2	$604K	Hold	32,641	–	–	0.21%	57
2018 Q1	$540K	Hold	32,641	–	–	0.19%	63
2017 Q4	$586K	Hold	32,641	–	–	0.21%	59
2017 Q3	$566K	Hold	32,641	–	–	0.23%	54
2017 Q2	$514K	Hold	32,641	–	–	0.21%	58
2017 Q1	$539K	Hold	32,641	–	–	0.21%	57
2016 Q4	$613K	Hold	32,641	–	–	0.25%	57
2016 Q3	$581K	Hold	32,641	–	–	0.24%	57
2016 Q2	$506K	Buy	32,641 +2,500	+8%	+$38.6K	0.22%	58
2016 Q1	$422K	Hold	30,141	–	–	0.19%	71
2015 Q4	$435K	Hold	30,141	–	–	0.17%	69
2015 Q3	$416K	Buy	+30,141	New	+$456K	0.22%	46

Other funds holding BSM

WMRU

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PDM

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

Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Meristem Family Wealth's BSM Position: Q1 2022 in Review

Meristem Family Wealth held its Black Stone Minerals (BSM) position steady in Q1 2022 at 106,114 shares worth $1.43M. The position accounts for 0.15% of the portfolio, ranked #72.

Meristem Family Wealth first reported a position in BSM in Q3 2015 and has held it in 27 quarters since. 125 funds tracked by Wall St. Rank hold BSM as of Q1 2022.

Meristem Family Wealth held 106,114 shares of Black Stone Minerals worth $1.43M as of Q1 2022.
Meristem Family Wealth left its Black Stone Minerals share count unchanged in Q1 2022.
Black Stone Minerals made up 0.15% of Meristem Family Wealth's portfolio in Q1 2022, its #72 holding.
Meristem Family Wealth first reported a position in Black Stone Minerals in Q3 2015 and has held it in 27 quarters since.
125 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.