FORA Capital’s Blackstone Secured Lending BXSL Stock Holding History

FORA Capital’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
2024 Q4	–	Sell	-25,711	Closed	-$753K	–	407
2024 Q3	$753K	Buy	25,711 +7,910	+44%	+$239K	0.09%	235
2024 Q2	$545K	Buy	17,801 +1,083	+6%	+$33.9K	0.07%	288
2024 Q1	$521K	Sell	16,718 -6,735	-29%	-$197K	0.04%	320
2023 Q4	$648K	Buy	+23,453	New	+$648K	0.06%	300
2023 Q2	–	Sell	-11,770	Closed	-$293K	–	376
2023 Q1	$293K	Buy	+11,770	New	+$288K	0.03%	432

Other funds holding BXSL

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

FORA Capital's BXSL Position: Q4 2024 in Review

FORA Capital sold out of Blackstone Secured Lending (BXSL) in Q4 2024, closing a stake of 25,711 shares — an estimated $753K sold.

FORA Capital first reported a position in BXSL in Q1 2023 and held it in 5 quarters. The position peaked at $753K in Q3 2024. 373 funds tracked by Wall St. Rank hold BXSL as of Q4 2024.

FORA Capital reported no remaining Blackstone Secured Lending position as of Q4 2024 after selling out during the quarter.
FORA Capital sold 25,711 Blackstone Secured Lending shares in Q4 2024, an estimated $753K.
FORA Capital first reported a position in Blackstone Secured Lending in Q1 2023 and held it in 5 quarters.
FORA Capital's Blackstone Secured Lending position peaked at $753K in Q3 2024.
373 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.