Monument Capital Management’s Blackstone BX Stock Holding History

Monument 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 Q3	–	Sell	-3,353	Closed	-$306K	–	147
2022 Q2	$306K	Buy	3,353 +973	+41%	+$105K	0.12%	116
2022 Q1	$302K	Buy	+2,380	New	+$290K	0.1%	114
2021 Q4	–	Sell	-1,890	Closed	-$220K	–	144
2021 Q3	$220K	Buy	+1,890	New	+$219K	0.07%	137
2018 Q4	–	Sell	-72,488	Closed	-$2.76M	–	129
2018 Q3	$2.76M	Buy	72,488 +5,942	+9%	+$215K	1.55%	11
2018 Q2	$2.14M	Sell	66,546 -1,307	-2%	-$41.6K	1.49%	17
2018 Q1	$2.13M	Buy	67,853 +3,789	+6%	+$129K	1.46%	25
2017 Q4	$2.05M	Buy	+64,064	New	+$2.09M	1.45%	24

Other funds holding BX

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Monument Capital Management's BX Position: Q3 2022 in Review

Monument Capital Management sold out of Blackstone (BX) in Q3 2022, closing a stake of 3,353 shares — an estimated $306K sold.

Monument Capital Management first reported a position in BX in Q4 2017 and held it in 7 quarters. The position peaked at $2.76M in Q3 2018. 1,539 funds tracked by Wall St. Rank hold BX as of Q3 2022.

Monument Capital Management reported no remaining Blackstone position as of Q3 2022 after selling out during the quarter.
Monument Capital Management sold 3,353 Blackstone shares in Q3 2022, an estimated $306K.
Monument Capital Management first reported a position in Blackstone in Q4 2017 and held it in 7 quarters.
Monument Capital Management's Blackstone position peaked at $2.76M in Q3 2018.
1,539 funds tracked by Wall St. Rank held Blackstone as of Q3 2022.

Based on Monument Capital Management's 13F filing for Q3 2022, filed 7 Nov 2022.