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Lee Capital Management’s Blackstone BX Stock Holding History

Lee 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
2018
Q1 		$2.4M Buy
+75,000
New +$2.56M 1.81% 18
2017
Q3 		– Sell
-25,000
Closed -$834K – 81
2017
Q2 		$834K Buy
+25,000
New +$784K 0.74% 58

Other funds holding BX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lee Capital Management's BX Position: Q1 2018 in Review

Lee Capital Management opened a new position in Blackstone (BX) in Q1 2018: 75,000 shares worth $2.4M. The stake represents 1.81% of the portfolio and ranks #18 among its holdings. This is a return to the name: Lee Capital Management previously reported a position in BX as recently as Q2 2017.

Lee Capital Management first reported a position in BX in Q2 2017 and has held it in 2 quarters since. 672 funds tracked by Wall St. Rank hold BX as of Q1 2018.

  • Lee Capital Management held 75,000 shares of Blackstone worth $2.4M as of Q1 2018.
  • Blackstone was a new Lee Capital Management position in Q1 2018.
  • Blackstone made up 1.81% of Lee Capital Management's portfolio in Q1 2018, its #18 holding.
  • Lee Capital Management first reported a position in Blackstone in Q2 2017 and has held it in 2 quarters since.
  • 672 funds tracked by Wall St. Rank held Blackstone as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.