Cumberland Partners’s Blackstone BX Stock Holding History

Cumberland Partners’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	-12,500	Closed	-$2.16M	–	173
2024 Q4	$2.16M	Buy	12,500 +2,500	+25%	+$436K	0.15%	97
2024 Q3	$1.53M	Buy	+10,000	New	+$1.39M	0.11%	115

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

Cumberland Partners's BX Position: Q1 2025 in Review

Cumberland Partners sold out of Blackstone (BX) in Q1 2025, closing a stake of 12,500 shares — an estimated $2.16M sold.

Cumberland Partners first reported a position in BX in Q3 2024 and held it in 2 quarters. The position peaked at $2.16M in Q4 2024. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

Cumberland Partners reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
Cumberland Partners sold 12,500 Blackstone shares in Q1 2025, an estimated $2.16M.
Cumberland Partners first reported a position in Blackstone in Q3 2024 and held it in 2 quarters.
Cumberland Partners's Blackstone position peaked at $2.16M in Q4 2024.
2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Cumberland Partners's 13F filing for Q1 2025, filed 9 May 2025.