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Morningstar Investment Services’s Blackstone BX Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-5,171
Closed -$801K – 172
2024
Q3 		$801K Buy
5,171
+1,013
+24% +$141K 0.01% 229
2024
Q2 		$516K Buy
4,158
+412
+11% +$50.7K 0.01% 246
2024
Q1 		$490K Sell
3,746
-2,316
-38% -$289K 0.01% 234
2023
Q4 		$807K Buy
6,062
+3,178
+110% +$344K ﹤0.01% 246
2023
Q3 		$312K Buy
+2,884
New +$300K ﹤0.01% 242

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Morningstar Investment Services's BX Position: Q4 2024 in Review

Morningstar Investment Services sold out of Blackstone (BX) in Q4 2024, closing a stake of 5,171 shares — an estimated $801K sold.

Morningstar Investment Services first reported a position in BX in Q3 2023 and held it in 5 quarters. The position peaked at $807K in Q4 2023. 2,145 funds tracked by Wall St. Rank hold BX as of Q4 2024.

  • Morningstar Investment Services reported no remaining Blackstone position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 5,171 Blackstone shares in Q4 2024, an estimated $801K.
  • Morningstar Investment Services first reported a position in Blackstone in Q3 2023 and held it in 5 quarters.
  • Morningstar Investment Services's Blackstone position peaked at $807K in Q4 2023.
  • 2,145 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.