Welch & Forbes’s Texas Pacific Land TPL Stock Holding History

Welch & Forbes’s Portfolio TPL Stock Details TPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,700	Closed	-$218K	–	395
2020 Q4	$218K	Buy	+2,700	New	+$171K	﹤0.01%	373

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

PHAM

Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Welch & Forbes's TPL Position: Q1 2021 in Review

Welch & Forbes sold out of Texas Pacific Land (TPL) in Q1 2021, closing a stake of 2,700 shares — an estimated $218K sold.

Welch & Forbes first reported a position in TPL in Q4 2020 and held it in 1 quarter. The position peaked at $218K in Q4 2020. 292 funds tracked by Wall St. Rank hold TPL as of Q1 2021.

Welch & Forbes reported no remaining Texas Pacific Land position as of Q1 2021 after selling out during the quarter.
Welch & Forbes sold 2,700 Texas Pacific Land shares in Q1 2021, an estimated $218K.
Welch & Forbes first reported a position in Texas Pacific Land in Q4 2020 and held it in 1 quarter.
Welch & Forbes's Texas Pacific Land position peaked at $218K in Q4 2020.
292 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2021.

Based on Welch & Forbes's 13F filing for Q1 2021, filed 14 Apr 2021.