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Disciplined Equity Management’s Blackstone BX Stock Holding History

Disciplined Equity 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
-10,102
Closed -$1.32M – 67
2023
Q4 		$1.32M Sell
10,102
-650
-6% -$70.3K 0.91% 18
2023
Q3 		$1.15M Buy
10,752
+280
+3% +$29.2K 0.96% 17
2023
Q2 		$974K Hold
10,472
– – 0.79% 25
2023
Q1 		$920K Buy
10,472
+390
+4% +$34.4K 0.78% 24
2022
Q4 		$748K Buy
10,082
+340
+3% +$29.4K 0.66% 28
2022
Q3 		$815K Buy
+9,742
New +$943K 0.8% 24

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

Disciplined Equity Management's BX Position: Q1 2024 in Review

Disciplined Equity Management sold out of Blackstone (BX) in Q1 2024, closing a stake of 10,102 shares — an estimated $1.32M sold.

Disciplined Equity Management first reported a position in BX in Q3 2022 and held it in 6 quarters. The position peaked at $1.32M in Q4 2023. 1,849 funds tracked by Wall St. Rank hold BX as of Q1 2024.

  • Disciplined Equity Management reported no remaining Blackstone position as of Q1 2024 after selling out during the quarter.
  • Disciplined Equity Management sold 10,102 Blackstone shares in Q1 2024, an estimated $1.32M.
  • Disciplined Equity Management first reported a position in Blackstone in Q3 2022 and held it in 6 quarters.
  • Disciplined Equity Management's Blackstone position peaked at $1.32M in Q4 2023.
  • 1,849 funds tracked by Wall St. Rank held Blackstone as of Q1 2024.

Based on Disciplined Equity Management's 13F filing for Q1 2024, filed 3 May 2024.