UMB Bank’s Black Stone Minerals BSM Stock Holding History

UMB Bank’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 Q2	–	Sell	-700	Closed	-$11K	–	1685
2023 Q1	$11K	Hold	700	–	–	﹤0.01%	1261
2022 Q4	$12K	Hold	700	–	–	﹤0.01%	1235
2022 Q3	$11K	Hold	700	–	–	﹤0.01%	1274
2022 Q2	$10K	Hold	700	–	–	﹤0.01%	1386
2022 Q1	$9K	Hold	700	–	–	﹤0.01%	1503
2021 Q4	$7K	Buy	+700	New	+$8.08K	﹤0.01%	1528

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PDM

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

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return

ECP

Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return

UMB Bank's BSM Position: Q2 2023 in Review

UMB Bank sold out of Black Stone Minerals (BSM) in Q2 2023, closing a stake of 700 shares — an estimated $11K sold.

UMB Bank first reported a position in BSM in Q4 2021 and held it in 6 quarters. The position peaked at $12K in Q4 2022. 171 funds tracked by Wall St. Rank hold BSM as of Q2 2023.

UMB Bank reported no remaining Black Stone Minerals position as of Q2 2023 after selling out during the quarter.
UMB Bank sold 700 Black Stone Minerals shares in Q2 2023, an estimated $11K.
UMB Bank first reported a position in Black Stone Minerals in Q4 2021 and held it in 6 quarters.
UMB Bank's Black Stone Minerals position peaked at $12K in Q4 2022.
171 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2023.

Based on UMB Bank's 13F filing for Q2 2023, filed 25 Jul 2023.