CAZ Investments’s Blackstone BX Stock Holding History

CAZ 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
2025 Q1	–	Sell	-13,800	Closed	-$2.38M	–	28
2024 Q4	$2.38M	Hold	13,800	–	–	3.41%	4
2024 Q3	$2.11M	Hold	13,800	–	–	1.28%	6
2024 Q2	$1.71M	Hold	13,800	–	–	0.6%	7
2024 Q1	$1.81M	Hold	13,800	–	–	3.29%	7
2023 Q4	$1.81M	Hold	13,800	–	–	2.42%	9
2023 Q3	$1.48M	Hold	13,800	–	–	2.69%	7
2023 Q2	$1.28M	Hold	13,800	–	–	1.52%	10
2023 Q1	$1.21M	Hold	13,800	–	–	2.46%	10
2022 Q4	$1.02M	Buy	+13,800	New	+$1.19M	1.84%	11
2021 Q1	–	Sell	-18,800	Closed	-$1.22M	–	42
2020 Q4	$1.22M	Hold	18,800	–	–	0.51%	19
2020 Q3	$981K	Sell	18,800 -19,800	-51%	-$1.06M	1.28%	14
2020 Q2	$2.19M	Buy	38,600 +24,300	+170%	+$1.28M	2.05%	16
2020 Q1	$652K	Buy	14,300 +8,400	+142%	+$465K	1.67%	9
2019 Q4	$330K	Sell	5,900 -1,400	-19%	-$72.6K	0.47%	16
2019 Q3	$357K	Hold	7,300	–	–	0.43%	12
2019 Q2	$324K	Hold	7,300	–	–	0.98%	12
2019 Q1	$255K	Sell	7,300 -12,700	-64%	-$424K	0.99%	8
2018 Q4	$596K	Buy	+20,000	New	+$661K	1.74%	25

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

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

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

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

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

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

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

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

CAZ Investments's BX Position: Q1 2025 in Review

CAZ Investments sold out of Blackstone (BX) in Q1 2025, closing a stake of 13,800 shares — an estimated $2.38M sold.

CAZ Investments first reported a position in BX in Q4 2018 and held it in 18 quarters. The position peaked at $2.38M in Q4 2024. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

CAZ Investments reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
CAZ Investments sold 13,800 Blackstone shares in Q1 2025, an estimated $2.38M.
CAZ Investments first reported a position in Blackstone in Q4 2018 and held it in 18 quarters.
CAZ Investments's Blackstone position peaked at $2.38M in Q4 2024.
2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on CAZ Investments's 13F filing for Q1 2025, filed 15 May 2025.