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Stone House Investment Management’s Black Stone Minerals BSM Stock Holding History

Stone House Investment 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
Q2 		– Sell
-142
Closed -$2.27K – 390
2024
Q1 		$2.27K Buy
142
+67
+89% +$1.06K ﹤0.01% 337
2023
Q4 		$1.2K Buy
75
+2
+3% +$34 ﹤0.01% 289
2023
Q3 		$1.26K Buy
73
+2
+3% +$34 ﹤0.01% 287
2023
Q2 		$1.13K Buy
71
+2
+3% +$32 ﹤0.01% 297
2023
Q1 		$1.08K Buy
+69
New +$1.08K ﹤0.01% 271

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 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
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Stone House Investment Management's BSM Position: Q2 2024 in Review

Stone House Investment Management sold out of Black Stone Minerals (BSM) in Q2 2024, closing a stake of 142 shares — an estimated $2.27K sold.

Stone House Investment Management first reported a position in BSM in Q1 2023 and held it in 5 quarters. The position peaked at $2.27K in Q1 2024. 185 funds tracked by Wall St. Rank hold BSM as of Q2 2024.

  • Stone House Investment Management reported no remaining Black Stone Minerals position as of Q2 2024 after selling out during the quarter.
  • Stone House Investment Management sold 142 Black Stone Minerals shares in Q2 2024, an estimated $2.27K.
  • Stone House Investment Management first reported a position in Black Stone Minerals in Q1 2023 and held it in 5 quarters.
  • Stone House Investment Management's Black Stone Minerals position peaked at $2.27K in Q1 2024.
  • 185 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2024.

Based on Stone House Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.