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Lake Street Advisors Group’s Blackstone BX Stock Holding History

Lake Street Advisors 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
2024
Q4 		$7.1M Buy
41,171
+21,831
+113% +$3.8M 0.33% 53
2024
Q3 		$2.96M Sell
19,340
-21,345
-52% -$2.96M 0.14% 83
2024
Q2 		$5.04M Buy
40,685
+234
+0.6% +$28.8K 0.24% 63
2024
Q1 		$5.31M Buy
40,451
+532
+1% +$66.4K 0.25% 63
2023
Q4 		$5.23M Sell
39,919
-94
-0.2% -$10.2K 0.26% 57
2023
Q3 		$4.29M Sell
40,013
-93
-0.2% -$9.68K 0.25% 65
2023
Q2 		$3.73M Sell
40,106
-334
-0.8% -$28.9K 0.21% 75
2023
Q1 		$3.55M Buy
40,440
+5,745
+17% +$507K 0.22% 73
2022
Q4 		$2.57M Buy
34,695
+167
+0.5% +$14.4K 0.17% 90
2022
Q3 		$2.89M Buy
34,528
+2,474
+8% +$240K 0.21% 74
2022
Q2 		$2.92M Sell
32,054
-740
-2% -$79.9K 0.21% 71
2022
Q1 		$4.16M Buy
32,794
+39
+0.1% +$4.76K 0.27% 56
2021
Q4 		$4.24M Buy
32,755
+3,276
+11% +$437K 0.27% 58
2021
Q3 		$3.43M Buy
+29,479
New +$3.42M 0.37% 49
2018
Q3 		– Sell
-22,828
Closed -$734K – 234
2018
Q2 		$734K Buy
+22,828
New +$726K 0.07% 112
2018
Q1 		– Sell
-10,830
Closed -$347K – 321
2017
Q4 		$347K Buy
+10,830
New +$353K 0.04% 186

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Lake Street Advisors Group's BX Position: Q4 2024 in Review

Lake Street Advisors Group increased its Blackstone (BX) stake by 113% in Q4 2024, buying an estimated $3.8M and bringing the position to 41,171 shares worth $7.1M. The position accounts for 0.33% of the portfolio, ranked #53.

Lake Street Advisors Group first reported a position in BX in Q4 2017 and has held it in 16 quarters since. 2,143 funds tracked by Wall St. Rank hold BX as of Q4 2024.

  • Lake Street Advisors Group held 41,171 shares of Blackstone worth $7.1M as of Q4 2024.
  • Lake Street Advisors Group bought 21,831 Blackstone shares in Q4 2024, an estimated $3.8M.
  • Blackstone made up 0.33% of Lake Street Advisors Group's portfolio in Q4 2024, its #53 holding.
  • Lake Street Advisors Group first reported a position in Blackstone in Q4 2017 and has held it in 16 quarters since.
  • 2,143 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.