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Delta Investment Management’s Blackstone BX Stock Holding History

Delta Investment Management’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
2024
Q1 		– Sell
-4,482
Closed -$587K – 217
2023
Q4 		$587K Buy
+4,482
New +$485K 0.15% 96
2019
Q4 		– Sell
-43,029
Closed -$2.1M – 148
2019
Q3 		$2.1M Sell
43,029
-10,941
-20% -$534K 1.1% 41
2019
Q2 		$2.4M Buy
+53,970
New +$2.15M 1.37% 15

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Delta Investment Management's BX Position: Q1 2024 in Review

Delta Investment Management sold out of Blackstone (BX) in Q1 2024, closing a stake of 4,482 shares — an estimated $587K sold.

Delta Investment Management first reported a position in BX in Q2 2019 and held it in 3 quarters. The position peaked at $2.4M in Q2 2019. 1,848 funds tracked by Wall St. Rank hold BX as of Q1 2024.

  • Delta Investment Management reported no remaining Blackstone position as of Q1 2024 after selling out during the quarter.
  • Delta Investment Management sold 4,482 Blackstone shares in Q1 2024, an estimated $587K.
  • Delta Investment Management first reported a position in Blackstone in Q2 2019 and held it in 3 quarters.
  • Delta Investment Management's Blackstone position peaked at $2.4M in Q2 2019.
  • 1,848 funds tracked by Wall St. Rank held Blackstone as of Q1 2024.

Based on Delta Investment Management's 13F filing for Q1 2024, filed 9 May 2024.