ECM
BX icon

Everence Capital Management’s Blackstone BX Stock Holding History

Everence Capital 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
Q3 		– Sell
-12,970
Closed -$1.51K – 763
2024
Q2 		$1.51K Hold
12,970
– – 0.1% 173
2024
Q1 		$1.7K Buy
12,970
+3,460
+36% +$432K 0.11% 164
2023
Q4 		$1.25M Buy
9,510
+5,190
+120% +$562K 0.09% 195
2023
Q3 		$463 Buy
+4,320
New +$450K 0.04% 407

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Everence Capital Management's BX Position: Q3 2024 in Review

Everence Capital Management sold out of Blackstone (BX) in Q3 2024, closing a stake of 12,970 shares — an estimated $1.51K sold.

Everence Capital Management first reported a position in BX in Q3 2023 and held it in 4 quarters. The position peaked at $1.25M in Q4 2023. 1,940 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • Everence Capital Management reported no remaining Blackstone position as of Q3 2024 after selling out during the quarter.
  • Everence Capital Management sold 12,970 Blackstone shares in Q3 2024, an estimated $1.51K.
  • Everence Capital Management first reported a position in Blackstone in Q3 2023 and held it in 4 quarters.
  • Everence Capital Management's Blackstone position peaked at $1.25M in Q4 2023.
  • 1,940 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on Everence Capital Management's 13F filing for Q3 2024, filed 21 Oct 2024.