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IBM Retirement Fund’s Blackstone BX Stock Holding History

IBM Retirement Fund’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
Q2 		– Sell
-11,189
Closed -$1.42M – 70
2022
Q1 		$1.42M Sell
11,189
-156
-1% -$19K 0.2% 90
2021
Q4 		$1.47M Sell
11,345
-7,959
-41% -$1.06M 0.18% 98
2021
Q3 		$2.25M Buy
19,304
+43
+0.2% +$4.99K 0.18% 102
2021
Q2 		$1.87M Buy
+19,261
New +$1.71M 0.15% 124

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

IBM Retirement Fund's BX Position: Q2 2022 in Review

IBM Retirement Fund sold out of Blackstone (BX) in Q2 2022, closing a stake of 11,189 shares — an estimated $1.42M sold.

IBM Retirement Fund first reported a position in BX in Q2 2021 and held it in 4 quarters. The position peaked at $2.25M in Q3 2021. 1,593 funds tracked by Wall St. Rank hold BX as of Q2 2022.

  • IBM Retirement Fund reported no remaining Blackstone position as of Q2 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 11,189 Blackstone shares in Q2 2022, an estimated $1.42M.
  • IBM Retirement Fund first reported a position in Blackstone in Q2 2021 and held it in 4 quarters.
  • IBM Retirement Fund's Blackstone position peaked at $2.25M in Q3 2021.
  • 1,593 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.