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McKinley Capital Management’s Blackstone BX Stock Holding History

McKinley 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
2022
Q4 		– Sell
-31,497
Closed -$2.64M – 169
2022
Q3 		$2.64M Sell
31,497
-16,055
-34% -$1.55M 0.36% 94
2022
Q2 		$4.34M Sell
47,552
-3,535
-7% -$382K 0.57% 60
2022
Q1 		$6.49M Sell
51,087
-1,535
-3% -$187K 0.65% 53
2021
Q4 		$6.81M Sell
52,622
-1,087
-2% -$145K 0.61% 55
2021
Q3 		$6.25M Sell
53,709
-1,757
-3% -$204K 0.59% 55
2021
Q2 		$5.39M Buy
55,466
+1,934
+4% +$172K 0.38% 79
2021
Q1 		$3.99M Buy
53,532
+4,640
+9% +$320K 0.3% 88
2020
Q4 		$3.17M Sell
48,892
-1,487
-3% -$86.6K 0.23% 99
2020
Q3 		$2.63M Sell
50,379
-10,481
-17% -$561K 0.2% 105
2020
Q2 		$3.45M Sell
60,860
-1,097
-2% -$57.7K 0.24% 93
2020
Q1 		$2.82M Sell
61,957
-196
-0.3% -$10.8K 0.23% 88
2019
Q4 		$3.48M Buy
62,153
+27,210
+78% +$1.41M 0.23% 95
2019
Q3 		$1.71M Sell
34,943
-1,454
-4% -$70.9K 0.13% 97
2019
Q2 		$1.62M Sell
36,397
-51,145
-58% -$2.04M 0.1% 121
2019
Q1 		$3.06M Sell
87,542
-15,253
-15% -$509K 0.22% 72
2018
Q4 		$3.06M Buy
102,795
+25,424
+33% +$840K 0.25% 73
2018
Q3 		$2.95M Sell
77,371
-4,498
-5% -$162K 0.19% 79
2018
Q2 		$2.63M Sell
81,869
-65,039
-44% -$2.07M 0.17% 88
2018
Q1 		$4.69M Buy
146,908
+7,328
+5% +$250K 0.27% 72
2017
Q4 		$4.47M Sell
139,580
-1,935
-1% -$63K 0.23% 88
2017
Q3 		$4.72M Sell
141,515
-33,880
-19% -$1.11M 0.19% 87
2017
Q2 		$5.85M Buy
175,395
+112,082
+177% +$3.52M 0.22% 71
2017
Q1 		$1.88M Sell
63,313
-1,480
-2% -$44.5K 0.07% 175
2016
Q4 		$1.75M Sell
64,793
-1,711
-3% -$44.4K 0.07% 190
2016
Q3 		$1.7M Buy
66,504
+44,063
+196% +$1.16M 0.06% 205
2016
Q2 		$551K Sell
22,441
-1,268
-5% -$33.7K 0.03% 256
2016
Q1 		$665K Sell
23,709
-590
-2% -$15.6K 0.03% 230
2015
Q4 		$710K Sell
24,299
-7,063
-23% -$225K 0.03% 228
2015
Q3 		$975K Sell
31,362
-2,409
-7% -$87.1K 0.05% 218
2015
Q2 		$1.35M Sell
33,771
-2,067
-6% -$84.9K 0.06% 204
2015
Q1 		$1.37M Buy
35,838
+7,428
+26% +$269K 0.05% 204
2014
Q4 		$943K Sell
28,410
-515
-2% -$16.1K 0.04% 217
2014
Q3 		$894K Buy
28,925
+9,690
+50% +$315K 0.04% 213
2014
Q2 		$631K Sell
19,235
-6,276
-25% -$194K 0.03% 211
2014
Q1 		$832K Sell
25,511
-18,612
-42% -$594K 0.04% 237
2013
Q4 		$1.36M Buy
44,123
+111
+0.3% +$3.03K 0.05% 219
2013
Q3 		$1.07M Sell
44,012
-277
-0.6% -$6.16K 0.05% 219
2013
Q2 		$915K Buy
+44,289
New +$922K 0.05% 210

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return

McKinley Capital Management's BX Position: Q4 2022 in Review

McKinley Capital Management sold out of Blackstone (BX) in Q4 2022, closing a stake of 31,497 shares — an estimated $2.64M sold.

McKinley Capital Management first reported a position in BX in Q2 2013 and held it in 38 quarters. The position peaked at $6.81M in Q4 2021. 1,556 funds tracked by Wall St. Rank hold BX as of Q4 2022.

  • McKinley Capital Management reported no remaining Blackstone position as of Q4 2022 after selling out during the quarter.
  • McKinley Capital Management sold 31,497 Blackstone shares in Q4 2022, an estimated $2.64M.
  • McKinley Capital Management first reported a position in Blackstone in Q2 2013 and held it in 38 quarters.
  • McKinley Capital Management's Blackstone position peaked at $6.81M in Q4 2021.
  • 1,556 funds tracked by Wall St. Rank held Blackstone as of Q4 2022.

Based on McKinley Capital Management's 13F filing for Q4 2022, filed 18 Jan 2023.