Karp Capital Management’s Blackstone BX Stock Holding History

Karp 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 Q3	–	Sell	-16,821	Closed	-$953K	–	91
2020 Q2	$953K	Sell	16,821 -559	-3%	-$29.4K	0.26%	61
2020 Q1	$792K	Buy	17,380 +1,015	+6%	+$56.1K	0.26%	65
2019 Q4	$915K	Buy	16,365 +395	+2%	+$20.5K	0.24%	78
2019 Q3	$780K	Sell	15,970 -795	-5%	-$38.8K	0.23%	78
2019 Q2	$745K	Hold	16,765	–	–	0.24%	78
2019 Q1	$586K	Sell	16,765 -2,030	-11%	-$67.7K	0.21%	86
2018 Q4	$560K	Sell	18,795 -430	-2%	-$14.2K	0.27%	73
2018 Q3	$732K	Buy	19,225 +410	+2%	+$14.8K	0.25%	90
2018 Q2	$605K	Buy	18,815 +80	+0.4%	+$2.55K	0.24%	86
2018 Q1	$599K	Buy	+18,735	New	+$639K	0.24%	90
2016 Q2	–	Sell	-93,304	Closed	-$2.62M	–	84
2016 Q1	$2.62M	Sell	93,304 -22,372	-19%	-$591K	1.8%	20
2015 Q4	$3.38M	Buy	115,676 +6,072	+6%	+$194K	1.96%	16
2015 Q3	$3.41M	Buy	109,604 +7,425	+7%	+$269K	2.33%	7
2015 Q2	$4.1M	Buy	102,179 +5,995	+6%	+$246K	2.77%	7
2015 Q1	$3.67M	Sell	96,184 -2,475	-3%	-$89.5K	2.49%	7
2014 Q4	$3.3M	Buy	+98,659	New	+$3.09M	2.4%	9

Other funds holding BX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Karp Capital Management's BX Position: Q3 2020 in Review

Karp Capital Management sold out of Blackstone (BX) in Q3 2020, closing a stake of 16,821 shares — an estimated $953K sold.

Karp Capital Management first reported a position in BX in Q4 2014 and held it in 16 quarters. The position peaked at $4.1M in Q2 2015. 1,025 funds tracked by Wall St. Rank hold BX as of Q3 2020.

Karp Capital Management reported no remaining Blackstone position as of Q3 2020 after selling out during the quarter.
Karp Capital Management sold 16,821 Blackstone shares in Q3 2020, an estimated $953K.
Karp Capital Management first reported a position in Blackstone in Q4 2014 and held it in 16 quarters.
Karp Capital Management's Blackstone position peaked at $4.1M in Q2 2015.
1,025 funds tracked by Wall St. Rank held Blackstone as of Q3 2020.

Based on Karp Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.