Evergreen Capital Management’s Blackstone Secured Lending BXSL Stock Holding History

Evergreen Capital Management’s Portfolio BXSL Stock Details BXSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-17,728	Closed	-$559K	–	1326
2025 Q2	$559K	Sell	17,728 -705	-4%	-$21.5K	0.02%	514
2025 Q1	$611K	Sell	18,433 -4,125	-18%	-$136K	0.02%	435
2024 Q4	$746K	Sell	22,558 -55	-0.2%	-$1.72K	0.02%	399
2024 Q3	$680K	Sell	22,613 -48,047	-68%	-$1.45M	0.02%	413
2024 Q2	$2.22M	Sell	70,660 -67,630	-49%	-$2.12M	0.08%	225
2024 Q1	$4.44M	Sell	138,290 -42,410	-23%	-$1.24M	0.17%	148
2023 Q4	$5.13M	Buy	180,700 +6,340	+4%	+$175K	0.21%	134
2023 Q3	$4.9M	Sell	174,360 -87,645	-33%	-$2.43M	0.21%	135
2023 Q2	$7.35M	Buy	+262,005	New	+$6.75M	0.31%	99

Other funds holding BXSL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Evergreen Capital Management's BXSL Position: Q3 2025 in Review

Evergreen Capital Management sold out of Blackstone Secured Lending (BXSL) in Q3 2025, closing a stake of 17,728 shares — an estimated $559K sold.

Evergreen Capital Management first reported a position in BXSL in Q2 2023 and held it in 9 quarters. The position peaked at $7.35M in Q2 2023. 379 funds tracked by Wall St. Rank hold BXSL as of Q3 2025.

Evergreen Capital Management reported no remaining Blackstone Secured Lending position as of Q3 2025 after selling out during the quarter.
Evergreen Capital Management sold 17,728 Blackstone Secured Lending shares in Q3 2025, an estimated $559K.
Evergreen Capital Management first reported a position in Blackstone Secured Lending in Q2 2023 and held it in 9 quarters.
Evergreen Capital Management's Blackstone Secured Lending position peaked at $7.35M in Q2 2023.
379 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2025.

Based on Evergreen Capital Management's 13F filing for Q3 2025, filed 28 Oct 2025.