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True North Advisors’s Black Stone Minerals BSM Stock Holding History

True North Advisors’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
Q4 		– Sell
-15,545
Closed -$268K – 197
2023
Q3 		$268K Buy
+15,545
New +$265K 0.08% 160
2022
Q3 		– Sell
-19,897
Closed -$272K – 188
2022
Q2 		$272K Buy
+19,897
New +$302K 0.08% 158

Other funds holding BSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 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
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
KCM
Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return

True North Advisors's BSM Position: Q4 2023 in Review

True North Advisors sold out of Black Stone Minerals (BSM) in Q4 2023, closing a stake of 15,545 shares — an estimated $268K sold.

True North Advisors first reported a position in BSM in Q2 2022 and held it in 2 quarters. The position peaked at $272K in Q2 2022. 195 funds tracked by Wall St. Rank hold BSM as of Q4 2023.

  • True North Advisors reported no remaining Black Stone Minerals position as of Q4 2023 after selling out during the quarter.
  • True North Advisors sold 15,545 Black Stone Minerals shares in Q4 2023, an estimated $268K.
  • True North Advisors first reported a position in Black Stone Minerals in Q2 2022 and held it in 2 quarters.
  • True North Advisors's Black Stone Minerals position peaked at $272K in Q2 2022.
  • 195 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2023.

Based on True North Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.