Choate Investment Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Choate Investment Advisors’s Portfolio BXMT Stock Details BXMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-16,000	Closed	-$348K	–	386
2023 Q3	$348K	Hold	16,000	–	–	0.01%	276
2023 Q2	$333K	Sell	16,000 -4,000	-20%	-$73.5K	0.01%	234
2023 Q1	$357K	Buy	20,000 +9,000	+82%	+$192K	0.02%	210
2022 Q4	$233K	Hold	11,000	–	–	0.01%	247
2022 Q3	$257K	Hold	11,000	–	–	0.02%	217
2022 Q2	$304K	Buy	+11,000	New	+$333K	0.02%	211

Other funds holding BXMT

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

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

Blackstone Inc New York $25.6B AUM 26.83% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LCM

LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return

Choate Investment Advisors's BXMT Position: Q4 2023 in Review

Choate Investment Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q4 2023, closing a stake of 16,000 shares — an estimated $348K sold.

Choate Investment Advisors first reported a position in BXMT in Q2 2022 and held it in 6 quarters. The position peaked at $357K in Q1 2023. 342 funds tracked by Wall St. Rank hold BXMT as of Q4 2023.

Choate Investment Advisors reported no remaining Blackstone Mortgage Trust position as of Q4 2023 after selling out during the quarter.
Choate Investment Advisors sold 16,000 Blackstone Mortgage Trust shares in Q4 2023, an estimated $348K.
Choate Investment Advisors first reported a position in Blackstone Mortgage Trust in Q2 2022 and held it in 6 quarters.
Choate Investment Advisors's Blackstone Mortgage Trust position peaked at $357K in Q1 2023.
342 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2023.

Based on Choate Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.