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Jay D. Rosenbaum’s Blackstone BX Stock Holding History

Jay D. Rosenbaum’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
2024
Q3 		– Sell
-2,238
Closed -$277K – 14
2024
Q2 		$277K Sell
2,238
-110
-5% -$13.5K 1.57% 21
2024
Q1 		$308K Hold
2,348
– – 1.75% 14
2023
Q4 		$307K Sell
2,348
-272
-10% -$29.4K 0.79% 48
2023
Q3 		$281K Hold
2,620
– – 0.47% 54
2023
Q2 		$244K Hold
2,620
– – 0.39% 59
2023
Q1 		$230K Buy
+2,620
New +$231K 0.42% 50
2022
Q2 		– Sell
-2,070
Closed -$263K – 61
2022
Q1 		$263K Sell
2,070
-1,060
-34% -$129K 0.42% 53
2021
Q4 		$405K Buy
+3,130
New +$417K 0.6% 47

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

Jay D. Rosenbaum's BX Position: Q3 2024 in Review

Jay D. Rosenbaum sold out of Blackstone (BX) in Q3 2024, closing a stake of 2,238 shares — an estimated $277K sold.

Jay D. Rosenbaum first reported a position in BX in Q4 2021 and held it in 8 quarters. The position peaked at $405K in Q4 2021. 1,941 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • Jay D. Rosenbaum reported no remaining Blackstone position as of Q3 2024 after selling out during the quarter.
  • Jay D. Rosenbaum sold 2,238 Blackstone shares in Q3 2024, an estimated $277K.
  • Jay D. Rosenbaum first reported a position in Blackstone in Q4 2021 and held it in 8 quarters.
  • Jay D. Rosenbaum's Blackstone position peaked at $405K in Q4 2021.
  • 1,941 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on Jay D. Rosenbaum's 13F filing for Q3 2024, filed 7 Nov 2024.