Meristem Family Wealth’s Blackstone BX Stock Holding History

Meristem Family Wealth’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 Q1	$616K	Sell	4,855 -1,814	-27%	-$221K	0.07%	166
2021 Q4	$863K	Buy	6,669 +450	+7%	+$60K	0.07%	157
2021 Q3	$724K	Buy	6,219 +3,019	+94%	+$350K	0.07%	173
2021 Q2	$311K	Hold	3,200	–	–	0.05%	245
2021 Q1	$238K	Hold	3,200	–	–	0.05%	204
2020 Q4	$207K	Buy	+3,200	New	+$186K	0.04%	213
2016 Q4	–	Sell	-13,900	Closed	-$355K	–	112
2016 Q3	$355K	Buy	+13,900	New	+$367K	0.15%	78

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Meristem Family Wealth's BX Position: Q1 2022 in Review

Meristem Family Wealth reduced its Blackstone (BX) stake by 27% in Q1 2022, selling an estimated $221K and leaving 4,855 shares worth $616K. The position accounts for 0.07% of the portfolio, ranked #166.

Meristem Family Wealth first reported a position in BX in Q3 2016 and has held it in 7 quarters since. The position peaked at $863K in Q4 2021. 1,687 funds tracked by Wall St. Rank hold BX as of Q1 2022.

Meristem Family Wealth held 4,855 shares of Blackstone worth $616K as of Q1 2022.
Meristem Family Wealth sold 1,814 Blackstone shares in Q1 2022, an estimated $221K.
Blackstone made up 0.07% of Meristem Family Wealth's portfolio in Q1 2022, its #166 holding.
Meristem Family Wealth first reported a position in Blackstone in Q3 2016 and has held it in 7 quarters since.
Meristem Family Wealth's Blackstone position peaked at $863K in Q4 2021.
1,687 funds tracked by Wall St. Rank held Blackstone as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.