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Hoese & Co’s Blackstone BX Stock Holding History

Hoese & Co’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
2022
Q4 		– Sell
-27
Closed -$2K – 181
2022
Q3 		$2K Hold
27
– – ﹤0.01% 185
2022
Q2 		$2K Hold
27
– – ﹤0.01% 188
2022
Q1 		$3K Hold
27
– – ﹤0.01% 186
2021
Q4 		$3K Hold
27
– – ﹤0.01% 192
2021
Q3 		$3K Hold
27
– – ﹤0.01% 176
2021
Q2 		$3K Buy
+27
New +$2.4K ﹤0.01% 185

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

Hoese & Co's BX Position: Q4 2022 in Review

Hoese & Co sold out of Blackstone (BX) in Q4 2022, closing a stake of 27 shares — an estimated $2K sold.

Hoese & Co first reported a position in BX in Q2 2021 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 1,556 funds tracked by Wall St. Rank hold BX as of Q4 2022.

  • Hoese & Co reported no remaining Blackstone position as of Q4 2022 after selling out during the quarter.
  • Hoese & Co sold 27 Blackstone shares in Q4 2022, an estimated $2K.
  • Hoese & Co first reported a position in Blackstone in Q2 2021 and held it in 6 quarters.
  • Hoese & Co's Blackstone position peaked at $3K in Q1 2022.
  • 1,556 funds tracked by Wall St. Rank held Blackstone as of Q4 2022.

Based on Hoese & Co's 13F filing for Q4 2022, filed 10 Jan 2023.