Ancora Advisors’s Blackstone Secured Lending BXSL Stock Holding History

Ancora Advisors’s Portfolio BXSL Stock Details BXSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$5.47K	–	1766
2023 Q3	$5.47K	Hold	200	–	–	﹤0.01%	1378
2023 Q2	$5.47K	Hold	200	–	–	﹤0.01%	1372
2023 Q1	$4.99K	Hold	200	–	–	﹤0.01%	1402
2022 Q4	$4K	Hold	200	–	–	﹤0.01%	1491
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	1635
2022 Q2	$5K	Buy	+200	New	+$5.18K	﹤0.01%	1747

Other funds holding BXSL

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

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

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

Ancora Advisors's BXSL Position: Q4 2023 in Review

Ancora Advisors sold out of Blackstone Secured Lending (BXSL) in Q4 2023, closing a stake of 200 shares — an estimated $5.47K sold.

Ancora Advisors first reported a position in BXSL in Q2 2022 and held it in 6 quarters. The position peaked at $5.47K in Q3 2023. 285 funds tracked by Wall St. Rank hold BXSL as of Q4 2023.

Ancora Advisors reported no remaining Blackstone Secured Lending position as of Q4 2023 after selling out during the quarter.
Ancora Advisors sold 200 Blackstone Secured Lending shares in Q4 2023, an estimated $5.47K.
Ancora Advisors first reported a position in Blackstone Secured Lending in Q2 2022 and held it in 6 quarters.
Ancora Advisors's Blackstone Secured Lending position peaked at $5.47K in Q3 2023.
285 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q4 2023.

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