Bessemer Securities’s Blackstone BX Stock Holding History

Bessemer Securities’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
2023 Q4	–	Sell	-5,747	Closed	-$616K	–	23
2023 Q3	$616K	Sell	5,747 -3,028	-35%	-$315K	0.85%	26
2023 Q2	$816K	Sell	8,775 -6,050	-41%	-$523K	0.54%	72
2023 Q1	$1.3M	Sell	14,825 -2,000	-12%	-$177K	0.61%	70
2022 Q4	$1.25M	Sell	16,825 -3,050	-15%	-$263K	0.56%	68
2022 Q3	$1.66M	Sell	19,875 -688	-3%	-$66.6K	0.6%	36
2022 Q2	$1.88M	Hold	20,563	–	–	0.66%	33
2022 Q1	$2.61M	Sell	20,563 -17,100	-45%	-$2.09M	0.76%	27
2021 Q4	$4.87M	Sell	37,663 -567	-1%	-$75.6K	1.32%	15
2021 Q3	$4.45M	Buy	38,230 +9,495	+33%	+$1.1M	1.52%	10
2021 Q2	$2.79M	Hold	28,735	–	–	1.09%	14
2021 Q1	$2.14M	Buy	28,735 +5,785	+25%	+$399K	0.91%	17
2020 Q4	$1.49M	Hold	22,950	–	–	0.62%	16
2020 Q3	$1.2M	Hold	22,950	–	–	0.56%	21
2020 Q2	$1.3M	Buy	22,950 +3,150	+16%	+$166K	0.66%	15
2020 Q1	$902K	Buy	+19,800	New	+$1.1M	0.45%	37

Other funds holding BX

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Bessemer Securities's BX Position: Q4 2023 in Review

Bessemer Securities sold out of Blackstone (BX) in Q4 2023, closing a stake of 5,747 shares — an estimated $616K sold.

Bessemer Securities first reported a position in BX in Q1 2020 and held it in 15 quarters. The position peaked at $4.87M in Q4 2021. 1,809 funds tracked by Wall St. Rank hold BX as of Q4 2023.

Bessemer Securities reported no remaining Blackstone position as of Q4 2023 after selling out during the quarter.
Bessemer Securities sold 5,747 Blackstone shares in Q4 2023, an estimated $616K.
Bessemer Securities first reported a position in Blackstone in Q1 2020 and held it in 15 quarters.
Bessemer Securities's Blackstone position peaked at $4.87M in Q4 2021.
1,809 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.