Clean Yield Group’s Blackstone BX Stock Holding History

Clean Yield 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	-120	Closed	-$20.7K	–	456
2024 Q4	$20.7K	Hold	120	–	–	0.01%	293
2024 Q3	$18.4K	Sell	120 -114	-49%	-$15.8K	0.01%	295
2024 Q2	$29K	Hold	234	–	–	0.01%	266
2024 Q1	$30.7K	Hold	234	–	–	0.01%	265
2023 Q4	$30.6K	Hold	234	–	–	0.01%	258
2023 Q3	$25.1K	Hold	234	–	–	0.01%	269
2023 Q2	$21.8K	Sell	234 -237	-50%	-$20.5K	0.01%	284
2023 Q1	$41.4K	Hold	471	–	–	0.02%	248
2022 Q4	$34.9K	Hold	471	–	–	0.02%	259
2022 Q3	$39K	Hold	471	–	–	0.02%	241
2022 Q2	$43K	Hold	471	–	–	0.02%	242
2022 Q1	$60K	Hold	471	–	–	0.02%	238
2021 Q4	$61K	Hold	471	–	–	0.02%	252
2021 Q3	$55K	Hold	471	–	–	0.02%	255
2021 Q2	$46K	Buy	+471	New	+$41.8K	0.02%	257

Other funds holding BX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Clean Yield Group's BX Position: Q1 2025 in Review

Clean Yield Group sold out of Blackstone (BX) in Q1 2025, closing a stake of 120 shares — an estimated $20.7K sold.

Clean Yield Group first reported a position in BX in Q2 2021 and held it in 15 quarters. The position peaked at $61K in Q4 2021. 2,095 funds tracked by Wall St. Rank hold BX as of Q1 2025.

Clean Yield Group reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
Clean Yield Group sold 120 Blackstone shares in Q1 2025, an estimated $20.7K.
Clean Yield Group first reported a position in Blackstone in Q2 2021 and held it in 15 quarters.
Clean Yield Group's Blackstone position peaked at $61K in Q4 2021.
2,095 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Clean Yield Group's 13F filing for Q1 2025, filed 14 Apr 2025.