O'Dell Group’s Blackstone BX Stock Holding History

O'Dell Group’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	-3,726	Closed	-$642K	–	42
2024 Q4	$642K	Buy	3,726 +8	+0.2%	+$1.39K	0.15%	45
2024 Q3	$569K	Buy	3,718 +3	+0.1%	+$416	0.13%	49
2024 Q2	$488K	Hold	3,715	–	–	0.12%	48
2024 Q1	$488K	Buy	3,715 +1	+0%	+$125	0.12%	48
2023 Q4	$486K	Sell	3,714 -1,040	-22%	-$113K	0.13%	44
2023 Q3	$509K	Buy	4,754 +1,061	+29%	+$110K	0.16%	40
2023 Q2	$343K	Buy	3,693 +762	+26%	+$65.8K	0.1%	57
2023 Q1	$257K	Buy	2,931 +3	+0.1%	+$265	0.08%	63
2022 Q4	$217K	Buy	2,928 +2	+0.1%	+$173	0.08%	68
2022 Q3	$245K	Buy	2,926 +3	+0.1%	+$291	0.09%	55
2022 Q2	$267K	Buy	2,923 +226	+8%	+$24.4K	0.09%	51
2022 Q1	$342K	Sell	2,697 -60	-2%	-$7.32K	0.1%	52
2021 Q4	$357K	Sell	2,757 -203	-7%	-$27.1K	0.1%	48
2021 Q3	$344K	Sell	2,960 -209	-7%	-$24.3K	0.11%	50
2021 Q2	$308K	Buy	+3,169	New	+$281K	0.1%	56
2021 Q1	–	Sell	-3,371	Closed	-$218K	–	73
2020 Q4	$218K	Buy	+3,371	New	+$196K	0.08%	56

Other funds holding BX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 $1.47T 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