Daniel L. Goodwin’s Blackstone BX Stock Holding History

Daniel L. Goodwin’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
2023 Q3	$396K	Sell	3,700 -6,400	-63%	-$666K	0.19%	54
2023 Q2	$939K	Hold	10,100	–	–	0.45%	29
2023 Q1	$887K	Hold	10,100	–	–	0.45%	29
2022 Q4	$749K	Buy	10,100 +1,000	+11%	+$86.4K	0.38%	34
2022 Q3	$762K	Buy	9,100 +1,800	+25%	+$174K	0.44%	32
2022 Q2	$665K	Buy	7,300 +4,800	+192%	+$518K	0.37%	37
2022 Q1	$317K	Hold	2,500	–	–	0.14%	66
2021 Q4	$324K	Hold	2,500	–	–	0.14%	71
2021 Q3	$291K	Hold	2,500	–	–	0.14%	84
2021 Q2	$243K	Buy	+2,500	New	+$222K	0.12%	95
2020 Q1	–	Sell	-10,500	Closed	-$590K	–	89
2019 Q4	$590K	Hold	10,500	–	–	0.26%	50
2019 Q3	$514K	Hold	10,500	–	–	0.23%	55
2019 Q2	$465K	Hold	10,500	–	–	0.21%	56
2019 Q1	$364K	Hold	10,500	–	–	0.17%	62
2018 Q4	$314K	Hold	10,500	–	–	0.16%	61
2018 Q3	$401K	Hold	10,500	–	–	0.19%	59
2018 Q2	$338K	Buy	10,500 +500	+5%	+$15.9K	0.16%	67
2018 Q1	$319K	Buy	+10,000	New	+$341K	0.16%	67
2017 Q3	–	Sell	-11,500	Closed	-$383K	–	86
2017 Q2	$383K	Hold	11,500	–	–	0.17%	63
2017 Q1	$342K	Hold	11,500	–	–	0.14%	60
2016 Q4	$311K	Sell	11,500 -1,000	-8%	-$26K	0.13%	63
2016 Q3	$319K	Buy	12,500 +1,500	+14%	+$39.6K	0.11%	70
2016 Q2	$270K	Buy	+11,000	New	+$293K	0.09%	81

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Daniel L. Goodwin's BX Position: Q3 2023 in Review

Daniel L. Goodwin reduced its Blackstone (BX) stake by 63% in Q3 2023, selling an estimated $666K and leaving 3,700 shares worth $396K. The position accounts for 0.19% of the portfolio, ranked #54.

Daniel L. Goodwin first reported a position in BX in Q2 2016 and has held it in 23 quarters since. The position peaked at $939K in Q2 2023. 1,668 funds tracked by Wall St. Rank hold BX as of Q3 2023.

Daniel L. Goodwin held 3,700 shares of Blackstone worth $396K as of Q3 2023.
Daniel L. Goodwin sold 6,400 Blackstone shares in Q3 2023, an estimated $666K.
Blackstone made up 0.19% of Daniel L. Goodwin's portfolio in Q3 2023, its #54 holding.
Daniel L. Goodwin first reported a position in Blackstone in Q2 2016 and has held it in 23 quarters since.
Daniel L. Goodwin's Blackstone position peaked at $939K in Q2 2023.
1,668 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.