55I LLC’s Blackstone BX Stock Holding History

55I LLC’s Portfolio BX Stock Details BX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,276	Closed	-$289K	–	566
2022 Q1	$289K	Sell	2,276 -942	-29%	-$115K	0.01%	442
2021 Q4	$416K	Buy	3,218 +150	+5%	+$20K	0.01%	368
2021 Q3	$357K	Buy	+3,068	New	+$356K	0.01%	380

Other funds holding BX

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

55I LLC's BX Position: Q2 2022 in Review

55I LLC sold out of Blackstone (BX) in Q2 2022, closing a stake of 2,276 shares — an estimated $289K sold.

55I LLC first reported a position in BX in Q3 2021 and held it in 3 quarters. The position peaked at $416K in Q4 2021. 1,593 funds tracked by Wall St. Rank hold BX as of Q2 2022.

55I LLC reported no remaining Blackstone position as of Q2 2022 after selling out during the quarter.
55I LLC sold 2,276 Blackstone shares in Q2 2022, an estimated $289K.
55I LLC first reported a position in Blackstone in Q3 2021 and held it in 3 quarters.
55I LLC's Blackstone position peaked at $416K in Q4 2021.
1,593 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on 55I LLC's 13F filing for Q2 2022, filed 12 Aug 2022.