EWG Elevate’s Blackstone BX Stock Holding History

EWG Elevate’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 Q1	–	Sell	-3	Closed	-$223	–	163
2022 Q4	$223	Buy	+3	New	+$259	﹤0.01%	820
2022 Q1	–	Sell	-6,279	Closed	-$812K	–	96
2021 Q4	$812K	Buy	6,279 +403	+7%	+$53.7K	0.4%	51
2021 Q3	$684K	Buy	+5,876	New	+$682K	0.28%	57

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWG Elevate's BX Position: Q1 2023 in Review

EWG Elevate sold out of Blackstone (BX) in Q1 2023, closing a stake of 3 shares — an estimated $223 sold.

EWG Elevate first reported a position in BX in Q3 2021 and held it in 3 quarters. The position peaked at $812K in Q4 2021. 1,561 funds tracked by Wall St. Rank hold BX as of Q1 2023.

EWG Elevate reported no remaining Blackstone position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 3 Blackstone shares in Q1 2023, an estimated $223.
EWG Elevate first reported a position in Blackstone in Q3 2021 and held it in 3 quarters.
EWG Elevate's Blackstone position peaked at $812K in Q4 2021.
1,561 funds tracked by Wall St. Rank held Blackstone as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.