Crumly & Associates’s Blackstone BX Stock Holding History

Crumly & 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
2020 Q4	–	Sell	-4,000	Closed	-$209K	–	81
2020 Q3	$209K	Hold	4,000	–	–	0.18%	57
2020 Q2	$227K	Buy	+4,000	New	+$211K	0.21%	43

Other funds holding BX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Crumly & Associates's BX Position: Q4 2020 in Review

Crumly & Associates sold out of Blackstone (BX) in Q4 2020, closing a stake of 4,000 shares — an estimated $209K sold.

Crumly & Associates first reported a position in BX in Q2 2020 and held it in 2 quarters. The position peaked at $227K in Q2 2020. 1,151 funds tracked by Wall St. Rank hold BX as of Q4 2020.

Crumly & Associates reported no remaining Blackstone position as of Q4 2020 after selling out during the quarter.
Crumly & Associates sold 4,000 Blackstone shares in Q4 2020, an estimated $209K.
Crumly & Associates first reported a position in Blackstone in Q2 2020 and held it in 2 quarters.
Crumly & Associates's Blackstone position peaked at $227K in Q2 2020.
1,151 funds tracked by Wall St. Rank held Blackstone as of Q4 2020.

Based on Crumly & Associates's 13F filing for Q4 2020, filed 25 Jan 2021.