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Lehman Financial Resources’s Blackstone BX Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-2,038
Closed -$63K – 98
2015
Q3 		$63K Hold
2,038
– – 0.03% 125
2015
Q2 		$81K Hold
2,038
– – 0.04% 116
2015
Q1 		$78K Hold
2,038
– – 0.04% 116
2014
Q4 		$68K Hold
2,038
– – 0.03% 119
2014
Q3 		$63K Hold
2,038
– – 0.03% 120
2014
Q2 		$67K Hold
2,038
– – 0.03% 120
2014
Q1 		$67K Buy
2,038
+1,325
+186% +$42.3K 0.03% 110
2013
Q4 		$22K Hold
713
– – 0.01% 204
2013
Q3 		$17K Hold
713
– – 0.01% 221
2013
Q2 		$15K Buy
+713
New +$14.8K 0.01% 202

Other funds holding BX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lehman Financial Resources's BX Position: Q4 2015 in Review

Lehman Financial Resources sold out of Blackstone (BX) in Q4 2015, closing a stake of 2,038 shares — an estimated $63K sold.

Lehman Financial Resources first reported a position in BX in Q2 2013 and held it in 10 quarters. The position peaked at $81K in Q2 2015. 524 funds tracked by Wall St. Rank hold BX as of Q4 2015.

  • Lehman Financial Resources reported no remaining Blackstone position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 2,038 Blackstone shares in Q4 2015, an estimated $63K.
  • Lehman Financial Resources first reported a position in Blackstone in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Blackstone position peaked at $81K in Q2 2015.
  • 524 funds tracked by Wall St. Rank held Blackstone as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.