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Lakewood Asset Management’s Blackstone BX Stock Holding History

Lakewood Asset 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
2023
Q1 		– Sell
-839
Closed -$62K – 129
2022
Q4 		$62K Buy
+839
New +$72.5K 0.05% 162

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lakewood Asset Management's BX Position: Q1 2023 in Review

Lakewood Asset Management sold out of Blackstone (BX) in Q1 2023, closing a stake of 839 shares — an estimated $62K sold.

Lakewood Asset Management first reported a position in BX in Q4 2022 and held it in 1 quarter. The position peaked at $62K in Q4 2022. 1,561 funds tracked by Wall St. Rank hold BX as of Q1 2023.

  • Lakewood Asset Management reported no remaining Blackstone position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 839 Blackstone shares in Q1 2023, an estimated $62K.
  • Lakewood Asset Management first reported a position in Blackstone in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Blackstone position peaked at $62K in Q4 2022.
  • 1,561 funds tracked by Wall St. Rank held Blackstone as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.