William Blair & Company
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William Blair & Company’s Black Stone Minerals BSM Stock Holding History

William Blair & Company’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
2022
Q1 		– Sell
-21,133
Closed -$218K – 1916
2021
Q4 		$218K Buy
21,133
+2,500
+13% +$28.9K ﹤0.01% 1538
2021
Q3 		$225K Buy
18,633
+1,200
+7% +$12.7K ﹤0.01% 1443
2021
Q2 		$187K Hold
17,433
– – ﹤0.01% 1521
2021
Q1 		$152K Hold
17,433
– – ﹤0.01% 1531
2020
Q4 		$116K Buy
+17,433
New +$118K ﹤0.01% 1529

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Morgan Stanley
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UBS Group
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PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

William Blair & Company's BSM Position: Q1 2022 in Review

William Blair & Company sold out of Black Stone Minerals (BSM) in Q1 2022, closing a stake of 21,133 shares — an estimated $218K sold.

William Blair & Company first reported a position in BSM in Q4 2020 and held it in 5 quarters. The position peaked at $225K in Q3 2021. 124 funds tracked by Wall St. Rank hold BSM as of Q1 2022.

  • William Blair & Company reported no remaining Black Stone Minerals position as of Q1 2022 after selling out during the quarter.
  • William Blair & Company sold 21,133 Black Stone Minerals shares in Q1 2022, an estimated $218K.
  • William Blair & Company first reported a position in Black Stone Minerals in Q4 2020 and held it in 5 quarters.
  • William Blair & Company's Black Stone Minerals position peaked at $225K in Q3 2021.
  • 124 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2022.

Based on William Blair & Company's 13F filing for Q1 2022, filed 13 May 2022.