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Jefferies Group’s Blackstone BX Stock Holding History

Jefferies Group’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
2016
Q1 		– Sell
-370,200
Closed -$10.8M – 2220
2015
Q4 		$10.8M Sell
370,200
-7,034
-2% -$224K 0.06% 245
2015
Q3 		$11.7M Buy
377,234
+372,343
+7,613% +$13.5M 0.07% 225
2015
Q2 		$196K Buy
+4,891
New +$201K ﹤0.01% 1964
2015
Q1 		– Sell
-22,928
Closed -$761K – 2096
2014
Q4 		$761K Hold
22,928
– – ﹤0.01% 1096
2014
Q3 		$708K Buy
22,928
+3,669
+19% +$119K ﹤0.01% 1168
2014
Q2 		$632K Buy
+19,259
New +$594K 0.01% 1110
2013
Q4 		– Sell
-2,038
Closed -$50K – 1933
2013
Q3 		$50K Hold
2,038
– – ﹤0.01% 1770
2013
Q2 		$42K Buy
+2,038
New +$42.4K ﹤0.01% 1707

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

Jefferies Group's BX Position: Q2 2022 in Review

Jefferies Group sold out of Blackstone (BX) in Q2 2022, closing a stake of 34,863 shares — an estimated $4.43M sold.

Jefferies Group first reported a position in BX in Q2 2013 and held it in 23 quarters. The position peaked at $4.63M in Q1 2021. 1,593 funds tracked by Wall St. Rank hold BX as of Q2 2022.

  • Jefferies Group reported no remaining Blackstone position as of Q2 2022 after selling out during the quarter.
  • Jefferies Group sold 34,863 Blackstone shares in Q2 2022, an estimated $4.43M.
  • Jefferies Group first reported a position in Blackstone in Q2 2013 and held it in 23 quarters.
  • Jefferies Group's Blackstone position peaked at $4.63M in Q1 2021.
  • 1,593 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on Jefferies Group's 13F filing for Q2 2022, filed 15 Aug 2022.