Aperio Group’s Blackstone BX Stock Holding History

Aperio Group’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
2020 Q4	$218K	Buy	+3,358	New	+$196K	﹤0.01%	2283
2018 Q3	–	Sell	-7,278	Closed	-$234K	–	2289
2018 Q2	$234K	Sell	7,278 -2,643	-27%	-$84.1K	﹤0.01%	2109
2018 Q1	$317K	Buy	+9,921	New	+$338K	﹤0.01%	1926
2016 Q4	–	Sell	-279,463	Closed	-$7.13M	–	2119
2016 Q3	$7.13M	Buy	+279,463	New	+$7.37M	0.05%	426
2016 Q1	–	Sell	-11,179	Closed	-$327K	–	2030
2015 Q4	$327K	Buy	+11,179	New	+$356K	﹤0.01%	1559

Other funds holding BX

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Aperio Group's BX Position: Q4 2020 in Review

Aperio Group opened a new position in Blackstone (BX) in Q4 2020: 3,358 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #2283 among its holdings. This is a return to the name: Aperio Group previously reported a position in BX as recently as Q2 2018.

Aperio Group first reported a position in BX in Q4 2015 and has held it in 5 quarters since. The position peaked at $7.13M in Q3 2016. 1,151 funds tracked by Wall St. Rank hold BX as of Q4 2020.

Aperio Group held 3,358 shares of Blackstone worth $218K as of Q4 2020.
Blackstone was a new Aperio Group position in Q4 2020.
Blackstone made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2283 holding.
Aperio Group first reported a position in Blackstone in Q4 2015 and has held it in 5 quarters since.
Aperio Group's Blackstone position peaked at $7.13M in Q3 2016.
1,151 funds tracked by Wall St. Rank held Blackstone as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.