LGL Partners’s Blackstone BX Stock Holding History

LGL Partners’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
2022 Q4	–	Sell	-3,197	Closed	-$268K	–	104
2022 Q3	$268K	Buy	+3,197	New	+$310K	0.06%	102

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

LGL Partners's BX Position: Q4 2022 in Review

LGL Partners sold out of Blackstone (BX) in Q4 2022, closing a stake of 3,197 shares — an estimated $268K sold.

LGL Partners first reported a position in BX in Q3 2022 and held it in 1 quarter. The position peaked at $268K in Q3 2022. 1,557 funds tracked by Wall St. Rank hold BX as of Q4 2022.

LGL Partners reported no remaining Blackstone position as of Q4 2022 after selling out during the quarter.
LGL Partners sold 3,197 Blackstone shares in Q4 2022, an estimated $268K.
LGL Partners first reported a position in Blackstone in Q3 2022 and held it in 1 quarter.
LGL Partners's Blackstone position peaked at $268K in Q3 2022.
1,557 funds tracked by Wall St. Rank held Blackstone as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.