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Gunderson Capital Management’s Blackstone BX Stock Holding History

Gunderson Capital Management’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
2021
Q1 		$5.75M Buy
+77,216
New +$5.33M 4.23% 7
2020
Q3 		– Sell
-14,003
Closed -$793K – 47
2020
Q2 		$793K Buy
14,003
+2,142
+18% +$113K 0.64% 42
2020
Q1 		$541K Buy
11,861
+1,859
+19% +$103K 0.75% 27
2019
Q4 		$560K Buy
10,002
+3,861
+63% +$200K 0.61% 30
2019
Q3 		$300K Buy
+6,141
New +$299K 0.3% 46

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Gunderson Capital Management's BX Position: Q1 2021 in Review

Gunderson Capital Management opened a new position in Blackstone (BX) in Q1 2021: 77,216 shares worth $5.75M. The stake represents 4.23% of the portfolio and ranks #7 among its holdings. This is a return to the name: Gunderson Capital Management previously reported a position in BX as recently as Q2 2020.

Gunderson Capital Management first reported a position in BX in Q3 2019 and has held it in 5 quarters since. 1,209 funds tracked by Wall St. Rank hold BX as of Q1 2021.

  • Gunderson Capital Management held 77,216 shares of Blackstone worth $5.75M as of Q1 2021.
  • Blackstone was a new Gunderson Capital Management position in Q1 2021.
  • Blackstone made up 4.23% of Gunderson Capital Management's portfolio in Q1 2021, its #7 holding.
  • Gunderson Capital Management first reported a position in Blackstone in Q3 2019 and has held it in 5 quarters since.
  • 1,209 funds tracked by Wall St. Rank held Blackstone as of Q1 2021.

Based on Gunderson Capital Management's 13F filing for Q1 2021, filed 4 May 2021.