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Northwest & Ethical Investments’s Blackstone BX Stock Holding History

Northwest & Ethical Investments’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
2023
Q4 		– Sell
-22,380
Closed -$2.4M – 379
2023
Q3 		$2.4M Sell
22,380
-2,480
-10% -$258K 0.08% 222
2023
Q2 		$2.31M Sell
24,860
-445
-2% -$38.4K 0.07% 237
2023
Q1 		$2.22M Sell
25,305
-4,427
-15% -$391K 0.07% 247
2022
Q4 		$2.21M Sell
29,732
-8,027
-21% -$693K 0.08% 236
2022
Q3 		$3.16M Sell
37,759
-4,760
-11% -$461K 0.13% 192
2022
Q2 		$3.88M Sell
42,519
-653
-2% -$70.5K 0.15% 175
2022
Q1 		$5.48M Buy
43,172
+8,529
+25% +$1.04M 0.18% 155
2021
Q4 		$4.48M Sell
34,643
-16,633
-32% -$2.22M 0.13% 173
2021
Q3 		$5.97M Sell
51,276
-7,580
-13% -$880K 0.19% 143
2021
Q2 		$5.72M Sell
58,856
-70,296
-54% -$6.24M 0.19% 150
2021
Q1 		$9.63M Sell
129,152
-8,095
-6% -$559K 0.34% 93
2020
Q4 		$8.9M Buy
137,247
+7,854
+6% +$457K 0.34% 98
2020
Q3 		$6.75M Sell
129,393
-8,003
-6% -$428K 0.3% 111
2020
Q2 		$7.78M Buy
137,396
+2,123
+2% +$112K 0.37% 91
2020
Q1 		$6.16M Sell
135,273
-12,999
-9% -$719K 0.36% 92
2019
Q4 		$8.29M Buy
148,272
+48,864
+49% +$2.54M 0.37% 88
2019
Q3 		$4.86M Sell
99,408
-6,974
-7% -$340K 0.24% 128
2019
Q2 		$4.73M Sell
106,382
-1,131
-1% -$45.1K 0.24% 131
2019
Q1 		$3.76M Buy
107,513
+3,896
+4% +$130K 0.2% 159
2018
Q4 		$3.09M Buy
103,617
+16,459
+19% +$544K 0.18% 161
2018
Q3 		$3.32M Sell
87,158
-1,600
-2% -$57.8K 0.21% 146
2018
Q2 		$2.86M Sell
88,758
-600
-0.7% -$19.1K 0.19% 160
2018
Q1 		$2.85M Hold
89,358
– – 0.19% 175
2017
Q4 		$2.86M Sell
89,358
-7,600
-8% -$247K 0.19% 166
2017
Q3 		$3.25M Buy
96,958
+600
+0.6% +$19.7K 0.2% 138
2017
Q2 		$3.21M Buy
96,358
+2,300
+2% +$72.1K 0.22% 136
2017
Q1 		$2.79M Buy
94,058
+2,543
+3% +$76.5K 0.19% 142
2016
Q4 		$2.47M Buy
91,515
+2,492
+3% +$64.7K 0.17% 154
2016
Q3 		$2.27M Hold
89,023
– – 0.16% 148
2016
Q2 		$2.18M Hold
89,023
– – 0.17% 135
2016
Q1 		$2.5M Hold
89,023
– – 0.17% 130
2015
Q4 		$2.6M Sell
89,023
-16,681
-16% -$532K 0.19% 130
2015
Q3 		$3.29M Hold
105,704
– – 0.25% 105
2015
Q2 		$4.24M Sell
105,704
-7,328
-6% -$301K 0.28% 96
2015
Q1 		$4.31M Sell
113,032
-2,319
-2% -$83.8K 0.3% 89
2014
Q4 		$3.83M Buy
115,351
+19,361
+20% +$606K 0.26% 98
2014
Q3 		$2.97M Hold
95,990
– – 0.2% 120
2014
Q2 		$3.15M Hold
95,990
– – 0.2% 126
2014
Q1 		$3.13M Hold
95,990
– – 0.2% 120
2013
Q4 		$2.97M Hold
95,990
– – 0.2% 117
2013
Q3 		$2.34M Buy
95,990
+20,176
+27% +$449K 0.17% 138
2013
Q2 		$1.57M Buy
+75,814
New +$1.58M 0.12% 149

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Northwest & Ethical Investments's BX Position: Q4 2023 in Review

Northwest & Ethical Investments sold out of Blackstone (BX) in Q4 2023, closing a stake of 22,380 shares — an estimated $2.4M sold.

Northwest & Ethical Investments first reported a position in BX in Q2 2013 and held it in 42 quarters. The position peaked at $9.63M in Q1 2021. 1,809 funds tracked by Wall St. Rank hold BX as of Q4 2023.

  • Northwest & Ethical Investments reported no remaining Blackstone position as of Q4 2023 after selling out during the quarter.
  • Northwest & Ethical Investments sold 22,380 Blackstone shares in Q4 2023, an estimated $2.4M.
  • Northwest & Ethical Investments first reported a position in Blackstone in Q2 2013 and held it in 42 quarters.
  • Northwest & Ethical Investments's Blackstone position peaked at $9.63M in Q1 2021.
  • 1,809 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on Northwest & Ethical Investments's 13F filing for Q4 2023, filed 9 Jul 2025.