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Caldwell Sutter Capital’s Blackstone BX Stock Holding History

Caldwell Sutter Capital’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
2024
Q3 		– Sell
-100
Closed -$12.4K – 909
2024
Q2 		$12.4K Hold
100
– – 0.01% 535
2024
Q1 		$13.1K Hold
100
– – 0.01% 518
2023
Q4 		$13.1K Hold
100
– – 0.01% 512
2023
Q3 		$10.7K Hold
100
– – 0.01% 517
2023
Q2 		$9.3K Hold
100
– – ﹤0.01% 536
2023
Q1 		$8.78K Hold
100
– – 0.01% 403
2022
Q4 		$7.42K Buy
+100
New +$8.64K 0.01% 267

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caldwell Sutter Capital's BX Position: Q3 2024 in Review

Caldwell Sutter Capital sold out of Blackstone (BX) in Q3 2024, closing a stake of 100 shares — an estimated $12.4K sold.

Caldwell Sutter Capital first reported a position in BX in Q4 2022 and held it in 7 quarters. The position peaked at $13.1K in Q1 2024. 1,940 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • Caldwell Sutter Capital reported no remaining Blackstone position as of Q3 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 100 Blackstone shares in Q3 2024, an estimated $12.4K.
  • Caldwell Sutter Capital first reported a position in Blackstone in Q4 2022 and held it in 7 quarters.
  • Caldwell Sutter Capital's Blackstone position peaked at $13.1K in Q1 2024.
  • 1,940 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on Caldwell Sutter Capital's 13F filing for Q3 2024, filed 25 Oct 2024.