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Charter Research & Investment Group’s Blackstone BX Stock Holding History

Charter Research & Investment Group’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
-1,385
Closed -$239K – 80
2024
Q4 		$239K Hold
1,385
– – 0.18% 75
2024
Q3 		$212K Buy
+1,385
New +$192K 0.16% 81
2021
Q4 		– Sell
-1,790
Closed -$208K – 86
2021
Q3 		$208K Buy
+1,790
New +$208K 0.17% 79

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Charter Research & Investment Group's BX Position: Q1 2025 in Review

Charter Research & Investment Group sold out of Blackstone (BX) in Q1 2025, closing a stake of 1,385 shares — an estimated $239K sold.

Charter Research & Investment Group first reported a position in BX in Q3 2021 and held it in 3 quarters. The position peaked at $239K in Q4 2024. 2,088 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Charter Research & Investment Group reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • Charter Research & Investment Group sold 1,385 Blackstone shares in Q1 2025, an estimated $239K.
  • Charter Research & Investment Group first reported a position in Blackstone in Q3 2021 and held it in 3 quarters.
  • Charter Research & Investment Group's Blackstone position peaked at $239K in Q4 2024.
  • 2,088 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Charter Research & Investment Group's 13F filing for Q1 2025, filed 12 May 2025.