American Research & Management Company’s Blackstone BX Stock Holding History

American Research & Management Company’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 Q3	$47K	Hold	565	–	–	0.01%	194
2022 Q2	$52K	Hold	565	–	–	0.01%	194
2022 Q1	$72K	Hold	565	–	–	0.02%	188
2021 Q4	$73K	Hold	565	–	–	0.02%	190
2021 Q3	$66K	Sell	565 -60	-10%	-$6.96K	0.02%	192
2021 Q2	$61K	Hold	625	–	–	0.01%	203
2021 Q1	$47K	Hold	625	–	–	0.01%	200
2020 Q4	$41K	Hold	625	–	–	0.01%	211
2020 Q3	$33K	Buy	625 +525	+525%	+$28.1K	0.01%	204
2020 Q2	$6K	Hold	100	–	–	﹤0.01%	285
2020 Q1	$5K	Hold	100	–	–	﹤0.01%	279
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	282
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	295
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	313
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	357
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	310
2018 Q3	$4K	Hold	100	–	–	﹤0.01%	316
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	302
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	339
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	345
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	319
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	312
2017 Q1	$3K	Hold	100	–	–	﹤0.01%	303
2016 Q4	$3K	Hold	100	–	–	﹤0.01%	321
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	331
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	330
2016 Q1	$3K	Hold	100	–	–	﹤0.01%	328
2015 Q4	$3K	Sell	100 -2	-2%	-$64	﹤0.01%	331
2015 Q3	$3K	Hold	102	–	–	﹤0.01%	335
2015 Q2	$4K	Sell	102 -306	-75%	-$12.6K	﹤0.01%	334
2015 Q1	$16K	Hold	408	–	–	0.01%	251
2014 Q4	$14K	Hold	408	–	–	0.01%	256
2014 Q3	$13K	Hold	408	–	–	﹤0.01%	265
2014 Q2	$13K	Buy	+408	New	+$12.6K	﹤0.01%	272

Other funds holding BX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

American Research & Management Company's BX Position: Q3 2022 in Review

American Research & Management Company held its Blackstone (BX) position steady in Q3 2022 at 565 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #194.

American Research & Management Company first reported a position in BX in Q2 2014 and has held it in 34 quarters since. The position peaked at $73K in Q4 2021. 1,542 funds tracked by Wall St. Rank hold BX as of Q3 2022.

American Research & Management Company held 565 shares of Blackstone worth $47K as of Q3 2022.
American Research & Management Company left its Blackstone share count unchanged in Q3 2022.
Blackstone made up 0.01% of American Research & Management Company's portfolio in Q3 2022, its #194 holding.
American Research & Management Company first reported a position in Blackstone in Q2 2014 and has held it in 34 quarters since.
American Research & Management Company's Blackstone position peaked at $73K in Q4 2021.
1,542 funds tracked by Wall St. Rank held Blackstone as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.