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HMI Capital Management’s Blackstone BX Stock Holding History

HMI 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
2020
Q4 		– Sell
-3,319,935
Closed -$173M – 13
2020
Q3 		$173M Hold
3,319,935
– – 7.18% 9
2020
Q2 		$188M Hold
3,319,935
– – 8.97% 5
2020
Q1 		$151M Buy
3,319,935
+1,124,939
+51% +$62.2M 10.04% 3
2019
Q4 		$123M Hold
2,194,996
– – 9.79% 5
2019
Q3 		$107M Sell
2,194,996
-600,000
-21% -$29.3M 13.3% 5
2019
Q2 		$124M Sell
2,794,996
-457,711
-14% -$18.3M 12.64% 4
2019
Q1 		$114M Hold
3,252,707
– – 13.45% 5
2018
Q4 		$97M Buy
3,252,707
+295,000
+10% +$9.75M 11.05% 5
2018
Q3 		$113M Hold
2,957,707
– – 14.39% 3
2018
Q2 		$95.1M Buy
2,957,707
+160,000
+6% +$5.09M 11.85% 5
2018
Q1 		$89.4M Buy
2,797,707
+145,000
+5% +$4.94M 11.67% 4
2017
Q4 		$84.9M Buy
2,652,707
+509,707
+24% +$16.6M 9.82% 7
2017
Q3 		$71.5M Buy
2,143,000
+394,300
+23% +$13M 9.85% 8
2017
Q2 		$58.3M Buy
1,748,700
+13,700
+0.8% +$430K 9.17% 8
2017
Q1 		$51.5M Hold
1,735,000
– – 8.23% 8
2016
Q4 		$46.9M Buy
1,735,000
+125,000
+8% +$3.24M 7.32% 8
2016
Q3 		$41.1M Buy
1,610,000
+100,000
+7% +$2.64M 6.84% 9
2016
Q2 		$37.1M Buy
1,510,000
+965,000
+177% +$25.7M 6.98% 9
2016
Q1 		$15.3M Buy
+545,000
New +$14.4M 3.32% 8

Other funds holding BX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

HMI Capital Management's BX Position: Q4 2020 in Review

HMI Capital Management sold out of Blackstone (BX) in Q4 2020, closing a stake of 3,319,935 shares — an estimated $173M sold.

HMI Capital Management first reported a position in BX in Q1 2016 and held it in 19 quarters. The position peaked at $188M in Q2 2020. 1,151 funds tracked by Wall St. Rank hold BX as of Q4 2020.

  • HMI Capital Management reported no remaining Blackstone position as of Q4 2020 after selling out during the quarter.
  • HMI Capital Management sold 3,319,935 Blackstone shares in Q4 2020, an estimated $173M.
  • HMI Capital Management first reported a position in Blackstone in Q1 2016 and held it in 19 quarters.
  • HMI Capital Management's Blackstone position peaked at $188M in Q2 2020.
  • 1,151 funds tracked by Wall St. Rank held Blackstone as of Q4 2020.

Based on HMI Capital Management's 13F filing for Q4 2020, filed 17 Feb 2021.