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Ariel Investments’s Blackstone BX Stock Holding History

Ariel Investments’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
Q2 		– Sell
-274,046
Closed -$12.5M – 149
2020
Q1 		$12.5M Sell
274,046
-34,110
-11% -$1.89M 0.22% 75
2019
Q4 		$17.2M Sell
308,156
-157,849
-34% -$8.19M 0.22% 80
2019
Q3 		$22.8M Sell
466,005
-311,208
-40% -$15.2M 0.3% 77
2019
Q2 		$34.5M Sell
777,213
-136,817
-15% -$5.46M 0.43% 71
2019
Q1 		$32M Buy
914,030
+8,079
+0.9% +$270K 0.4% 73
2018
Q4 		$27M Sell
905,951
-149,424
-14% -$4.94M 0.38% 74
2018
Q3 		$40.2M Buy
1,055,375
+139,751
+15% +$5.05M 0.45% 70
2018
Q2 		$29.5M Sell
915,624
-109,509
-11% -$3.48M 0.33% 79
2018
Q1 		$32.8M Buy
1,025,133
+47,518
+5% +$1.62M 0.37% 76
2017
Q4 		$31.3M Sell
977,615
-591
-0.1% -$19.2K 0.35% 76
2017
Q3 		$32.6M Sell
978,206
-244,983
-20% -$8.06M 0.38% 75
2017
Q2 		$40.8M Sell
1,223,189
-66,187
-5% -$2.08M 0.48% 63
2017
Q1 		$38.3M Sell
1,289,376
-131,573
-9% -$3.96M 0.45% 67
2016
Q4 		$38.4M Sell
1,420,949
-693
-0% -$18K 0.45% 66
2016
Q3 		$36.3M Sell
1,421,642
-61,130
-4% -$1.61M 0.44% 68
2016
Q2 		$36.4M Sell
1,482,772
-10,710
-0.7% -$285K 0.46% 66
2016
Q1 		$41.9M Buy
1,493,482
+336,890
+29% +$8.9M 0.5% 62
2015
Q4 		$33.8M Sell
1,156,592
-10,685
-0.9% -$341K 0.41% 67
2015
Q3 		$36.3M Buy
1,167,277
+44,167
+4% +$1.6M 0.45% 63
2015
Q2 		$45M Sell
1,123,110
-234,956
-17% -$9.65M 0.51% 57
2015
Q1 		$51.8M Sell
1,358,066
-290,484
-18% -$10.5M 0.58% 52
2014
Q4 		$54.7M Buy
1,648,550
+1,146
+0.1% +$35.9K 0.63% 50
2014
Q3 		$50.9M Sell
1,647,404
-189,076
-10% -$6.15M 0.66% 50
2014
Q2 		$60.3M Buy
1,836,480
+3,933
+0.2% +$121K 0.74% 50
2014
Q1 		$59.8M Buy
1,832,547
+46,322
+3% +$1.48M 0.73% 51
2013
Q4 		$55.2M Sell
1,786,225
-737,624
-29% -$20.1M 0.68% 51
2013
Q3 		$61.6M Sell
2,523,849
-245,482
-9% -$5.46M 0.9% 48
2013
Q2 		$57.2M Buy
+2,769,331
New +$57.6M 0.94% 46

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ariel Investments's BX Position: Q2 2020 in Review

Ariel Investments sold out of Blackstone (BX) in Q2 2020, closing a stake of 274,046 shares — an estimated $12.5M sold.

Ariel Investments first reported a position in BX in Q2 2013 and held it in 28 quarters. The position peaked at $61.6M in Q3 2013. 1,022 funds tracked by Wall St. Rank hold BX as of Q2 2020.

  • Ariel Investments reported no remaining Blackstone position as of Q2 2020 after selling out during the quarter.
  • Ariel Investments sold 274,046 Blackstone shares in Q2 2020, an estimated $12.5M.
  • Ariel Investments first reported a position in Blackstone in Q2 2013 and held it in 28 quarters.
  • Ariel Investments's Blackstone position peaked at $61.6M in Q3 2013.
  • 1,022 funds tracked by Wall St. Rank held Blackstone as of Q2 2020.

Based on Ariel Investments's 13F filing for Q2 2020, filed 14 Aug 2020.