Verdad Advisers’s Black Stone Minerals BSM Stock Holding History

Verdad Advisers’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 Q1	–	Sell	-23,400	Closed	-$373K	–	150
2023 Q4	$373K	Hold	23,400	–	–	0.76%	41
2023 Q3	$403K	Sell	23,400 -40,542	-63%	-$691K	0.62%	40
2023 Q2	$1.02M	Buy	+63,942	New	+$1.02M	1.6%	27

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

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

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ECP

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

Verdad Advisers's BSM Position: Q1 2024 in Review

Verdad Advisers sold out of Black Stone Minerals (BSM) in Q1 2024, closing a stake of 23,400 shares — an estimated $373K sold.

Verdad Advisers first reported a position in BSM in Q2 2023 and held it in 3 quarters. The position peaked at $1.02M in Q2 2023. 183 funds tracked by Wall St. Rank hold BSM as of Q1 2024.

Verdad Advisers reported no remaining Black Stone Minerals position as of Q1 2024 after selling out during the quarter.
Verdad Advisers sold 23,400 Black Stone Minerals shares in Q1 2024, an estimated $373K.
Verdad Advisers first reported a position in Black Stone Minerals in Q2 2023 and held it in 3 quarters.
Verdad Advisers's Black Stone Minerals position peaked at $1.02M in Q2 2023.
183 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2024.

Based on Verdad Advisers's 13F filing for Q1 2024, filed 14 May 2024.