Lion Street Advisors’s Blackstone BX Stock Holding History

Lion Street Advisors’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 Q2	–	Sell	-3,996	Closed	-$523K	–	266
2024 Q1	$523K	Hold	3,996	–	–	0.21%	104
2023 Q4	$523K	Sell	3,996 -5,052	-56%	-$547K	0.21%	103
2023 Q3	$970K	Buy	+9,048	New	+$942K	0.32%	61
2023 Q2	–	Sell	-9,056	Closed	-$795K	–	246
2023 Q1	$795K	Buy	+9,056	New	+$800K	0.25%	79
2022 Q4	–	Sell	-7,595	Closed	-$632K	–	154
2022 Q3	$632K	Buy	+7,595	New	+$736K	0.32%	41
2020 Q2	–	Sell	-98	Closed	-$4K	–	82
2020 Q1	$4K	Buy	+98	New	+$5.42K	0.02%	276

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lion Street Advisors's BX Position: Q2 2024 in Review

Lion Street Advisors sold out of Blackstone (BX) in Q2 2024, closing a stake of 3,996 shares — an estimated $523K sold.

Lion Street Advisors first reported a position in BX in Q1 2020 and held it in 6 quarters. The position peaked at $970K in Q3 2023. 1,860 funds tracked by Wall St. Rank hold BX as of Q2 2024.

Lion Street Advisors reported no remaining Blackstone position as of Q2 2024 after selling out during the quarter.
Lion Street Advisors sold 3,996 Blackstone shares in Q2 2024, an estimated $523K.
Lion Street Advisors first reported a position in Blackstone in Q1 2020 and held it in 6 quarters.
Lion Street Advisors's Blackstone position peaked at $970K in Q3 2023.
1,860 funds tracked by Wall St. Rank held Blackstone as of Q2 2024.

Based on Lion Street Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.