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Allison D. Heilborn

@Bessemer Group Inc

Latest period2024 - Q3ReportedManaged Assets$60.712BTotal holdings2648
Assets growth rate7.08%Assets growth rate (2-Q avg)4.78%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Bessemer Group Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2648 positions.

Assets under management

The assets under management (AUM) of Bessemer Group Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 60.712B in assets, with a quarterly growth rate of 7.08% and a 2-quarter average growth rate of 4.78%. The portfolio is managed by Allison D. Heilborn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ATSAts Corp
Recent Activity
Exited
0%
$135,000
4,164 shares@ $32.43 avg price
CEFSprott Physical Gold
Recent Activity
Exited
0%
$129,000
5,830 shares@ $22.13 avg price
NAPADuckhorn Portfolio Inc The
Recent Activity
Exited
0%
$129,000
18,219 shares@ $7.09 avg price
SITCSite Ctrs Corp
Recent Activity
Exited
0%
$112,000
7,772 shares@ $14.42 avg price
NMFCNew Mountain Finance Corp
Recent Activity
Exited
0%
$94,000
7,680 shares@ $12.24 avg price
MODGTopgolf Callaway Brands Cp
Recent Activity
Exited
0%
$72,000
4,706 shares@ $15.3 avg price
INDAIshares Msci India Etf
Recent Activity
Exited
0%
$67,000
1,200 shares@ $55.84 avg price
HHHHoward Hughes Holdings Inc
Recent Activity
Exited
0%
$64,000
981 shares@ $65.24 avg price
FRDMFreedom 100 Emerging Marke
Recent Activity
Exited
0%
$53,000
1,500 shares@ $35.34 avg price
PFXFVaneck Vectors Preferred S
Recent Activity
Exited
0%
$52,000
3,000 shares@ $17.34 avg price