Karpas Strategies’s Blackstone Secured Lending BXSL Stock Holding History

Karpas Strategies’s Portfolio BXSL Stock Details BXSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$3.05M	Buy	99,713 +2,267	+2%	+$70.9K	0.96%	31
2024 Q1	$3.04M	Sell	97,446 -11,492	-11%	-$337K	0.94%	29
2023 Q4	$3.01M	Buy	108,938 +615	+0.6%	+$17K	1%	28
2023 Q3	$2.96M	Sell	108,323 -5,689	-5%	-$157K	1.09%	25
2023 Q2	$3.12M	Hold	114,012	–	–	1.05%	27
2023 Q1	$2.84M	Buy	114,012 +160	+0.1%	+$3.92K	1%	28
2022 Q4	$2.54M	Buy	+113,852	New	+$2.67M	0.89%	34

Other funds holding BXSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Karpas Strategies's BXSL Position: Q2 2024 in Review

Karpas Strategies increased its Blackstone Secured Lending (BXSL) stake by 2.3% in Q2 2024, buying an estimated $70.9K and bringing the position to 99,713 shares worth $3.05M. The position accounts for 0.96% of the portfolio, ranked #31.

Karpas Strategies first reported a position in BXSL in Q4 2022 and has held it in 7 quarters since. The position peaked at $3.12M in Q2 2023. 305 funds tracked by Wall St. Rank hold BXSL as of Q2 2024.

Karpas Strategies held 99,713 shares of Blackstone Secured Lending worth $3.05M as of Q2 2024.
Karpas Strategies bought 2,267 Blackstone Secured Lending shares in Q2 2024, an estimated $70.9K.
Blackstone Secured Lending made up 0.96% of Karpas Strategies's portfolio in Q2 2024, its #31 holding.
Karpas Strategies first reported a position in Blackstone Secured Lending in Q4 2022 and has held it in 7 quarters since.
Karpas Strategies's Blackstone Secured Lending position peaked at $3.12M in Q2 2023.
305 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.