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Gratus Capital’s Blackstone BX Stock Holding History

Gratus Capital’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
2020
Q2 		– Sell
-112,200
Closed -$5.11M – 167
2020
Q1 		$5.11M Buy
+112,200
New +$6.21M 0.95% 46

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Gratus Capital's BX Position: Q2 2024 in Review

Gratus Capital increased its Blackstone (BX) stake by 33% in Q2 2024, buying an estimated $61.5K and bringing the position to 2,027 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #324.

Gratus Capital first reported a position in BX in Q1 2020 and has held it in 14 quarters since. The position peaked at $22.8M in Q1 2022. 1,860 funds tracked by Wall St. Rank hold BX as of Q2 2024.

  • Gratus Capital held 2,027 shares of Blackstone worth $251K as of Q2 2024.
  • Gratus Capital bought 500 Blackstone shares in Q2 2024, an estimated $61.5K.
  • Blackstone made up 0.01% of Gratus Capital's portfolio in Q2 2024, its #324 holding.
  • Gratus Capital first reported a position in Blackstone in Q1 2020 and has held it in 14 quarters since.
  • Gratus Capital's Blackstone position peaked at $22.8M in Q1 2022.
  • 1,860 funds tracked by Wall St. Rank held Blackstone as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.