Enlightenment Research’s Blackstone BX Stock Holding History

Enlightenment Research’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
2022 Q4	–	Sell	-3,900	Closed	-$326K	–	9
2022 Q3	$326K	Buy	+3,900	New	+$378K	0.72%	51
2022 Q2	–	Sell	-2,200	Closed	-$279K	–	113
2022 Q1	$279K	Sell	2,200 -5,500	-71%	-$671K	0.37%	89
2021 Q4	$996K	Sell	7,700 -900	-10%	-$120K	1.42%	15
2021 Q3	$1M	Sell	8,600 -1,078	-11%	-$125K	1.22%	22
2021 Q2	$940K	Buy	9,678 +6,878	+246%	+$611K	1.2%	22
2021 Q1	$209K	Buy	+2,800	New	+$193K	0.25%	125
2020 Q2	–	Sell	-5,600	Closed	-$302K	–	106
2020 Q1	$302K	Buy	+5,600	New	+$310K	0.32%	93
2019 Q4	–	Sell	-44,700	Closed	-$2.18M	–	68
2019 Q3	$2.18M	Buy	+44,700	New	+$2.18M	4.84%	3

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

Enlightenment Research's BX Position: Q4 2022 in Review

Enlightenment Research sold out of Blackstone (BX) in Q4 2022, closing a stake of 3,900 shares — an estimated $326K sold.

Enlightenment Research first reported a position in BX in Q3 2019 and held it in 8 quarters. The position peaked at $2.18M in Q3 2019. 1,557 funds tracked by Wall St. Rank hold BX as of Q4 2022.

Enlightenment Research reported no remaining Blackstone position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 3,900 Blackstone shares in Q4 2022, an estimated $326K.
Enlightenment Research first reported a position in Blackstone in Q3 2019 and held it in 8 quarters.
Enlightenment Research's Blackstone position peaked at $2.18M in Q3 2019.
1,557 funds tracked by Wall St. Rank held Blackstone as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.