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Marsico Capital Management’s Blackstone BX Stock Holding History

Marsico Capital Management’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
Q1 		– Sell
-429,238
Closed -$56.2M – 69
2023
Q4 		$56.2M Buy
+429,238
New +$46.4M 2.2% 17
2022
Q4 		– Sell
-276,660
Closed -$23.2M – 66
2022
Q3 		$23.2M Sell
276,660
-475,875
-63% -$46.1M 1.25% 22
2022
Q2 		$68.7M Buy
752,535
+71,912
+11% +$7.77M 3.35% 10
2022
Q1 		$86.4M Sell
680,623
-118,641
-15% -$14.5M 3.01% 9
2021
Q4 		$103M Buy
799,264
+46,783
+6% +$6.24M 3.02% 9
2021
Q3 		$87.5M Buy
+752,481
New +$87.3M 2.68% 12

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marsico Capital Management's BX Position: Q1 2024 in Review

Marsico Capital Management sold out of Blackstone (BX) in Q1 2024, closing a stake of 429,238 shares — an estimated $56.2M sold.

Marsico Capital Management first reported a position in BX in Q3 2021 and held it in 6 quarters. The position peaked at $103M in Q4 2021. 1,848 funds tracked by Wall St. Rank hold BX as of Q1 2024.

  • Marsico Capital Management reported no remaining Blackstone position as of Q1 2024 after selling out during the quarter.
  • Marsico Capital Management sold 429,238 Blackstone shares in Q1 2024, an estimated $56.2M.
  • Marsico Capital Management first reported a position in Blackstone in Q3 2021 and held it in 6 quarters.
  • Marsico Capital Management's Blackstone position peaked at $103M in Q4 2021.
  • 1,848 funds tracked by Wall St. Rank held Blackstone as of Q1 2024.

Based on Marsico Capital Management's 13F filing for Q1 2024, filed 13 May 2024.