Fund Management at Engine No 1’s Blackstone BX Stock Holding History

Fund Management at Engine No 1’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 Q4	–	Sell	-10,152	Closed	-$1.09M	–	66
2023 Q3	$1.09M	Buy	10,152 +959	+10%	+$99.9K	0.17%	121
2023 Q2	$855K	Buy	9,193 +577	+7%	+$49.8K	0.16%	134
2023 Q1	$757K	Buy	8,616 +892	+12%	+$78.8K	0.15%	133
2022 Q4	$573K	Buy	7,724 +978	+14%	+$84.5K	0.14%	151
2022 Q3	$565K	Sell	6,746 -330	-5%	-$32K	0.17%	129
2022 Q2	$646K	Buy	7,076 +1,112	+19%	+$120K	0.17%	129
2022 Q1	$757K	Buy	+5,964	New	+$727K	0.19%	113

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fund Management at Engine No 1's BX Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Blackstone (BX) in Q4 2023, closing a stake of 10,152 shares — an estimated $1.09M sold.

Fund Management at Engine No 1 first reported a position in BX in Q1 2022 and held it in 7 quarters. The position peaked at $1.09M in Q3 2023. 1,809 funds tracked by Wall St. Rank hold BX as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Blackstone position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 10,152 Blackstone shares in Q4 2023, an estimated $1.09M.
Fund Management at Engine No 1 first reported a position in Blackstone in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's Blackstone position peaked at $1.09M in Q3 2023.
1,809 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.