Carmichael Hill & Associates’s Blackstone BX Stock Holding History

Carmichael Hill & Associates’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	$107K	Hold	697	–	–	0.04%	254
2024 Q2	$86.3K	Sell	697 -3	-0.4%	-$369	0.03%	262
2024 Q1	$92K	Hold	700	–	–	0.04%	261
2023 Q4	$91.6K	Sell	700 -4	-0.6%	-$433	0.04%	257
2023 Q3	$75.4K	Hold	704	–	–	0.03%	271
2023 Q2	$65.5K	Hold	704	–	–	0.03%	292
2023 Q1	$61.8K	Buy	704 +152	+28%	+$13.4K	0.03%	287
2022 Q4	$41K	Buy	552 +50	+10%	+$4.32K	0.02%	373
2022 Q3	$42K	Buy	502 +25	+5%	+$2.42K	0.02%	352
2022 Q2	$44K	Buy	477 +25	+6%	+$2.7K	0.02%	352
2022 Q1	$58K	Buy	452 +100	+28%	+$12.2K	0.03%	329
2021 Q4	$46K	Hold	352	–	–	0.02%	382
2021 Q3	$41K	Sell	352 -150	-30%	-$17.4K	0.02%	392
2021 Q2	$49K	Hold	502	–	–	0.02%	354
2021 Q1	$37K	Hold	502	–	–	0.02%	390
2020 Q4	$33K	Hold	502	–	–	0.02%	384
2020 Q3	$26K	Hold	502	–	–	0.02%	390
2020 Q2	$28K	Hold	502	–	–	0.02%	366
2020 Q1	$23K	Hold	502	–	–	0.02%	354
2019 Q4	$28K	Buy	+502	New	+$26K	0.02%	348

Other funds holding BX

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

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

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

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

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

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

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

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

Carmichael Hill & Associates's BX Position: Q3 2024 in Review

Carmichael Hill & Associates held its Blackstone (BX) position steady in Q3 2024 at 697 shares worth $107K. The position accounts for 0.04% of the portfolio, ranked #254.

Carmichael Hill & Associates first reported a position in BX in Q4 2019 and has held it in 20 quarters since. 1,940 funds tracked by Wall St. Rank hold BX as of Q3 2024.

Carmichael Hill & Associates held 697 shares of Blackstone worth $107K as of Q3 2024.
Carmichael Hill & Associates left its Blackstone share count unchanged in Q3 2024.
Blackstone made up 0.04% of Carmichael Hill & Associates's portfolio in Q3 2024, its #254 holding.
Carmichael Hill & Associates first reported a position in Blackstone in Q4 2019 and has held it in 20 quarters since.
1,940 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.