OQS
BX icon

Occudo Quantitative Strategies’s Blackstone BX Stock Holding History

Occudo Quantitative Strategies’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
2025
Q1 		– Sell
-4,761
Closed -$821K – 673
2024
Q4 		$821K Buy
+4,761
New +$830K 0.15% 204
2022
Q1 		– Sell
-27,689
Closed -$3.58M – 1141
2021
Q4 		$3.58M Buy
27,689
+11,520
+71% +$1.54M 0.32% 62
2021
Q3 		$1.88M Sell
16,169
-2,763
-15% -$321K 0.23% 93
2021
Q2 		$1.84M Buy
+18,932
New +$1.68M 0.28% 76

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Occudo Quantitative Strategies's BX Position: Q1 2025 in Review

Occudo Quantitative Strategies sold out of Blackstone (BX) in Q1 2025, closing a stake of 4,761 shares — an estimated $821K sold.

Occudo Quantitative Strategies first reported a position in BX in Q2 2021 and held it in 4 quarters. The position peaked at $3.58M in Q4 2021. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Occudo Quantitative Strategies reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 4,761 Blackstone shares in Q1 2025, an estimated $821K.
  • Occudo Quantitative Strategies first reported a position in Blackstone in Q2 2021 and held it in 4 quarters.
  • Occudo Quantitative Strategies's Blackstone position peaked at $3.58M in Q4 2021.
  • 2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2025, filed 15 May 2025.