Montag & Associates’s Blackstone Mortgage Trust BXMT Stock Holding History

Montag & Associates’s Portfolio BXMT Stock Details BXMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-675	Closed	-$14.8K	–	974
2023 Q4	$14.8K	Buy	+675	New	+$14.6K	﹤0.01%	726

Other funds holding BXMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Montag & Associates's BXMT Position: Q1 2024 in Review

Montag & Associates sold out of Blackstone Mortgage Trust (BXMT) in Q1 2024, closing a stake of 675 shares — an estimated $14.8K sold.

Montag & Associates first reported a position in BXMT in Q4 2023 and held it in 1 quarter. The position peaked at $14.8K in Q4 2023. 319 funds tracked by Wall St. Rank hold BXMT as of Q1 2024.

Montag & Associates reported no remaining Blackstone Mortgage Trust position as of Q1 2024 after selling out during the quarter.
Montag & Associates sold 675 Blackstone Mortgage Trust shares in Q1 2024, an estimated $14.8K.
Montag & Associates first reported a position in Blackstone Mortgage Trust in Q4 2023 and held it in 1 quarter.
Montag & Associates's Blackstone Mortgage Trust position peaked at $14.8K in Q4 2023.
319 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2024.

Based on Montag & Associates's 13F filing for Q1 2024, filed 7 May 2024.