Mark J. Bradley’s Blackstone BX Stock Holding History

Mark J. Bradley’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 Q2	$1.63M	Sell	17,535 -9,000	-34%	-$777K	1.62%	28
2023 Q1	$2.33M	Buy	26,535 +2,855	+12%	+$252K	1.69%	28
2022 Q4	$1.76M	Sell	23,680 -307	-1%	-$26.5K	1.56%	29
2022 Q3	$2.01M	Buy	23,987 +515	+2%	+$49.9K	1.86%	28
2022 Q2	$2.14M	Sell	23,472 -455	-2%	-$49.1K	1.94%	23
2022 Q1	$3.04M	Sell	23,927 -505	-2%	-$61.6K	2.16%	20
2021 Q4	$3.16M	Buy	24,432 +35	+0.1%	+$4.67K	2.07%	26
2021 Q3	$2.84M	Sell	24,397 -170	-0.7%	-$19.7K	1.94%	30
2021 Q2	$2.39M	Sell	24,567 -905	-4%	-$80.4K	1.59%	33
2021 Q1	$1.9M	Buy	25,472 +16,135	+173%	+$1.11M	1.29%	37
2020 Q4	$605K	Buy	+9,337	New	+$544K	0.42%	44

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Mark J. Bradley's BX Position: Q2 2023 in Review

Mark J. Bradley reduced its Blackstone (BX) stake by 34% in Q2 2023, selling an estimated $777K and leaving 17,535 shares worth $1.63M. The position accounts for 1.62% of the portfolio, ranked #28.

Mark J. Bradley first reported a position in BX in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.16M in Q4 2021. 1,584 funds tracked by Wall St. Rank hold BX as of Q2 2023.

Mark J. Bradley held 17,535 shares of Blackstone worth $1.63M as of Q2 2023.
Mark J. Bradley sold 9,000 Blackstone shares in Q2 2023, an estimated $777K.
Blackstone made up 1.62% of Mark J. Bradley's portfolio in Q2 2023, its #28 holding.
Mark J. Bradley first reported a position in Blackstone in Q4 2020 and has held it in 11 quarters since.
Mark J. Bradley's Blackstone position peaked at $3.16M in Q4 2021.
1,584 funds tracked by Wall St. Rank held Blackstone as of Q2 2023.

Based on Mark J. Bradley's 13F filing for Q2 2023, filed 7 Aug 2023.