MMEA
BX icon

Mark Morris et al’s Blackstone BX Stock Holding History

Mark Morris et al’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
2013
Q2 		$8.7M Buy
+420,956
New +$8.76M 3.12% 12

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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Mark Morris et al's BX Position: Q2 2013 in Review

Mark Morris et al opened a new position in Blackstone (BX) in Q2 2013: 420,956 shares worth $8.7M. The stake represents 3.12% of the portfolio and ranks #12 among its holdings.

302 funds tracked by Wall St. Rank hold BX as of Q2 2013.

  • Mark Morris et al held 420,956 shares of Blackstone worth $8.7M as of Q2 2013.
  • Blackstone was a new Mark Morris et al position in Q2 2013.
  • Blackstone made up 3.12% of Mark Morris et al's portfolio in Q2 2013, its #12 holding.
  • 302 funds tracked by Wall St. Rank held Blackstone as of Q2 2013.

Based on Mark Morris et al's 13F filing for Q2 2013, filed 13 Aug 2013.