Wolverine Trading
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Wolverine Trading’s Black Stone Minerals BSM Stock Holding History

Wolverine Trading’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
-12,983
Closed -$223K – 4513
2023
Q3 		$224K Buy
+12,983
New +$221K ﹤0.01% 3630
2022
Q3 		– Sell
-25,532
Closed -$387K – 4619
2022
Q2 		$354K Buy
+25,532
New +$388K ﹤0.01% 2888
2021
Q4 		– Sell
-14,103
Closed -$163K – 5932
2021
Q3 		$166K Sell
14,103
-7,132
-34% -$75.6K ﹤0.01% 5476
2021
Q2 		$224K Buy
21,235
+2,247
+12% +$22.7K ﹤0.01% 4860
2021
Q1 		$161K Buy
+18,988
New +$169K ﹤0.01% 5197
2019
Q4 		– Sell
-18,851
Closed -$240K – 4664
2019
Q3 		$267K Buy
18,851
+7,664
+69% +$112K ﹤0.01% 3285
2019
Q2 		$173K Buy
+11,187
New +$191K ﹤0.01% 3787

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 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
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
CF
Concorde Financial Dallas, Texas $127M AUM 24.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wolverine Trading's BSM Position: Q4 2023 in Review

Wolverine Trading sold out of Black Stone Minerals (BSM) in Q4 2023, closing a stake of 12,983 shares — an estimated $223K sold.

Wolverine Trading first reported a position in BSM in Q2 2019 and held it in 7 quarters. The position peaked at $354K in Q2 2022. 195 funds tracked by Wall St. Rank hold BSM as of Q4 2023.

  • Wolverine Trading reported no remaining Black Stone Minerals position as of Q4 2023 after selling out during the quarter.
  • Wolverine Trading sold 12,983 Black Stone Minerals shares in Q4 2023, an estimated $223K.
  • Wolverine Trading first reported a position in Black Stone Minerals in Q2 2019 and held it in 7 quarters.
  • Wolverine Trading's Black Stone Minerals position peaked at $354K in Q2 2022.
  • 195 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2023.

Based on Wolverine Trading's 13F filing for Q4 2023, filed 14 Feb 2024.