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Steward Financial Group’s Black Stone Minerals BSM Stock Holding History

Steward Financial Group’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
Q3 		$65K Buy
3,794
+102
+3% +$1.74K 0.02% 124
2023
Q2 		$58K Buy
3,692
+103
+3% +$1.65K 0.02% 129
2023
Q1 		$56K Buy
3,589
+107
+3% +$1.68K 0.02% 85
2022
Q4 		$58K Buy
+3,482
New +$61.6K 0.03% 72
2022
Q3 		– Sell
-3,309
Closed -$45K – 248
2022
Q2 		$45K Buy
3,309
+86
+3% +$1.31K 0.04% 100
2022
Q1 		$43K Buy
3,223
+73
+2% +$870 0.04% 93
2021
Q4 		$32K Buy
+3,150
New +$36.4K 0.03% 98

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
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return
KCM
Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return

Steward Financial Group's BSM Position: Q3 2023 in Review

Steward Financial Group increased its Black Stone Minerals (BSM) stake by 2.8% in Q3 2023, buying an estimated $1.74K and bringing the position to 3,794 shares worth $65K. The position accounts for 0.02% of the portfolio, ranked #124.

Steward Financial Group first reported a position in BSM in Q4 2021 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold BSM as of Q3 2023.

  • Steward Financial Group held 3,794 shares of Black Stone Minerals worth $65K as of Q3 2023.
  • Steward Financial Group bought 102 Black Stone Minerals shares in Q3 2023, an estimated $1.74K.
  • Black Stone Minerals made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #124 holding.
  • Steward Financial Group first reported a position in Black Stone Minerals in Q4 2021 and has held it in 7 quarters since.
  • 179 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.