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MD Financial Management’s Blackstone BX Stock Holding History

MD Financial 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
2021
Q4 		$2.81M Sell
21,722
-9,505
-30% -$1.27M 0.07% 125
2021
Q3 		$3.63M Buy
+31,227
New +$3.62M 0.09% 70
2021
Q2 		– Sell
-31,737
Closed -$2.37M – 312
2021
Q1 		$2.37M Buy
+31,737
New +$2.19M 0.07% 110

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

MD Financial Management's BX Position: Q4 2021 in Review

MD Financial Management reduced its Blackstone (BX) stake by 30% in Q4 2021, selling an estimated $1.27M and leaving 21,722 shares worth $2.81M. The position accounts for 0.07% of the portfolio, ranked #125.

MD Financial Management first reported a position in BX in Q1 2021 and has held it in 3 quarters since. The position peaked at $3.63M in Q3 2021. 1,655 funds tracked by Wall St. Rank hold BX as of Q4 2021.

  • MD Financial Management held 21,722 shares of Blackstone worth $2.81M as of Q4 2021.
  • MD Financial Management sold 9,505 Blackstone shares in Q4 2021, an estimated $1.27M.
  • Blackstone made up 0.07% of MD Financial Management's portfolio in Q4 2021, its #125 holding.
  • MD Financial Management first reported a position in Blackstone in Q1 2021 and has held it in 3 quarters since.
  • MD Financial Management's Blackstone position peaked at $3.63M in Q3 2021.
  • 1,655 funds tracked by Wall St. Rank held Blackstone as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.