MCM
Marsico Capital Management’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-429,238
| Closed | -$56.2M | – | 69 |
|
|
2023
Q4 | $56.2M | Buy |
+429,238
| New | +$56.2M | 2.2% | 17 |
|
|
2022
Q4 | – | Sell |
-276,660
| Closed | -$23.2M | – | 66 |
|
|
2022
Q3 | $23.2M | Sell |
276,660
-475,875
| -63% | -$39.8M | 1.25% | 22 |
|
|
2022
Q2 | $68.7M | Buy |
752,535
+71,912
| +11% | +$6.56M | 3.35% | 10 |
|
|
2022
Q1 | $86.4M | Sell |
680,623
-118,641
| -15% | -$15.1M | 3.01% | 9 |
|
|
2021
Q4 | $103M | Buy |
799,264
+46,783
| +6% | +$6.05M | 3.02% | 9 |
|
|
2021
Q3 | $87.5M | Buy |
+752,481
| New | +$87.5M | 2.68% | 12 |
|