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Orchard Capital Management’s Black Stone Minerals BSM Stock Holding History

Orchard Capital Management’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
2024
Q3 		– Sell
-191,156
Closed -$3M – 58
2024
Q2 		$3M Sell
191,156
-4,225
-2% -$67.6K 0.9% 34
2024
Q1 		$3.12M Buy
195,381
+4,225
+2% +$66.9K 0.92% 35
2023
Q4 		$3.05M Hold
191,156
– – 0.96% 37
2023
Q3 		$3.29M Hold
191,156
– – 1.22% 34
2023
Q2 		$3.05M Hold
191,156
– – 1.03% 35
2023
Q1 		$3M Buy
191,156
+1,993
+1% +$31.2K 1% 34
2022
Q4 		$3.19M Buy
+189,163
New +$3.35M 1.07% 36

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 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 $420M AUM 11.81% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Orchard Capital Management's BSM Position: Q3 2024 in Review

Orchard Capital Management sold out of Black Stone Minerals (BSM) in Q3 2024, closing a stake of 191,156 shares — an estimated $3M sold.

Orchard Capital Management first reported a position in BSM in Q4 2022 and held it in 7 quarters. The position peaked at $3.29M in Q3 2023. 178 funds tracked by Wall St. Rank hold BSM as of Q3 2024.

  • Orchard Capital Management reported no remaining Black Stone Minerals position as of Q3 2024 after selling out during the quarter.
  • Orchard Capital Management sold 191,156 Black Stone Minerals shares in Q3 2024, an estimated $3M.
  • Orchard Capital Management first reported a position in Black Stone Minerals in Q4 2022 and held it in 7 quarters.
  • Orchard Capital Management's Black Stone Minerals position peaked at $3.29M in Q3 2023.
  • 178 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2024.

Based on Orchard Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.