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McAlister Sweet & Associates’s Blackstone BX Stock Holding History

McAlister Sweet & Associates’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
Q4 		– Sell
-1,965
Closed -$211K – 32
2023
Q3 		$211K Buy
+1,965
New +$205K 0.18% 29
2022
Q2 		– Sell
-2,065
Closed -$262K – 38
2022
Q1 		$262K Hold
2,065
– – 0.28% 23
2021
Q4 		$267K Buy
+2,065
New +$275K 0.23% 31

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

McAlister Sweet & Associates's BX Position: Q4 2023 in Review

McAlister Sweet & Associates sold out of Blackstone (BX) in Q4 2023, closing a stake of 1,965 shares — an estimated $211K sold.

McAlister Sweet & Associates first reported a position in BX in Q4 2021 and held it in 3 quarters. The position peaked at $267K in Q4 2021. 1,809 funds tracked by Wall St. Rank hold BX as of Q4 2023.

  • McAlister Sweet & Associates reported no remaining Blackstone position as of Q4 2023 after selling out during the quarter.
  • McAlister Sweet & Associates sold 1,965 Blackstone shares in Q4 2023, an estimated $211K.
  • McAlister Sweet & Associates first reported a position in Blackstone in Q4 2021 and held it in 3 quarters.
  • McAlister Sweet & Associates's Blackstone position peaked at $267K in Q4 2021.
  • 1,809 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on McAlister Sweet & Associates's 13F filing for Q4 2023, filed 4 Jan 2024.