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Disciplined Investments’s Blackstone BX Stock Holding History

Disciplined Investments’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 		– Sell
-127
Closed -$11.8K – 309
2023
Q2 		$11.8K Buy
127
+21
+20% +$1.81K 0.01% 316
2023
Q1 		$9.31K Hold
106
– – ﹤0.01% 354
2022
Q4 		$7.86K Sell
106
-160
-60% -$13.8K ﹤0.01% 341
2022
Q3 		$22K Buy
266
+79
+42% +$7.65K 0.01% 303
2022
Q2 		$17K Buy
187
+30
+19% +$3.24K 0.01% 333
2022
Q1 		$20K Buy
157
+4
+3% +$488 0.01% 327
2021
Q4 		$20K Buy
+153
New +$20.4K 0.01% 305

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Disciplined Investments's BX Position: Q3 2023 in Review

Disciplined Investments sold out of Blackstone (BX) in Q3 2023, closing a stake of 127 shares — an estimated $11.8K sold.

Disciplined Investments first reported a position in BX in Q4 2021 and held it in 7 quarters. The position peaked at $22K in Q3 2022. 1,668 funds tracked by Wall St. Rank hold BX as of Q3 2023.

  • Disciplined Investments reported no remaining Blackstone position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 127 Blackstone shares in Q3 2023, an estimated $11.8K.
  • Disciplined Investments first reported a position in Blackstone in Q4 2021 and held it in 7 quarters.
  • Disciplined Investments's Blackstone position peaked at $22K in Q3 2022.
  • 1,668 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.