Eagle Ridge Investment Management’s Blackstone BX Stock Holding History

Eagle Ridge 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 Q4	$373K	Sell	2,164 -93	-4%	-$16.2K	0.03%	109
2024 Q3	$346K	Buy	2,257 +357	+19%	+$49.5K	0.03%	115
2024 Q2	$235K	Hold	1,900	–	–	0.02%	131
2024 Q1	$250K	Hold	1,900	–	–	0.02%	136
2023 Q4	$249K	Buy	+1,900	New	+$206K	0.02%	132
2020 Q1	–	Sell	-4,174	Closed	-$233K	–	130
2019 Q4	$233K	Hold	4,174	–	–	0.03%	146
2019 Q3	$204K	Buy	+4,174	New	+$204K	0.03%	148
2018 Q2	–	Sell	-7,013	Closed	-$224K	–	173
2018 Q1	$224K	Buy	+7,013	New	+$239K	0.03%	164

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

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

Eagle Ridge Investment Management's BX Position: Q4 2024 in Review

Eagle Ridge Investment Management reduced its Blackstone (BX) stake by 4.1% in Q4 2024, selling an estimated $16.2K and leaving 2,164 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #109.

Eagle Ridge Investment Management first reported a position in BX in Q1 2018 and has held it in 8 quarters since. 2,142 funds tracked by Wall St. Rank hold BX as of Q4 2024.

Eagle Ridge Investment Management held 2,164 shares of Blackstone worth $373K as of Q4 2024.
Eagle Ridge Investment Management sold 93 Blackstone shares in Q4 2024, an estimated $16.2K.
Blackstone made up 0.03% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #109 holding.
Eagle Ridge Investment Management first reported a position in Blackstone in Q1 2018 and has held it in 8 quarters since.
2,142 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.