O'Neil Global Advisors’s Blackstone BX Stock Holding History

O'Neil Global Advisors’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	-12,880	Closed	-$1.97M	–	43
2024 Q3	$1.97M	Buy	+12,880	New	+$1.79M	0.5%	29

Other funds holding BX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

O'Neil Global Advisors's BX Position: Q4 2024 in Review

O'Neil Global Advisors sold out of Blackstone (BX) in Q4 2024, closing a stake of 12,880 shares — an estimated $1.97M sold.

O'Neil Global Advisors first reported a position in BX in Q3 2024 and held it in 1 quarter. The position peaked at $1.97M in Q3 2024. 2,149 funds tracked by Wall St. Rank hold BX as of Q4 2024.

O'Neil Global Advisors reported no remaining Blackstone position as of Q4 2024 after selling out during the quarter.
O'Neil Global Advisors sold 12,880 Blackstone shares in Q4 2024, an estimated $1.97M.
O'Neil Global Advisors first reported a position in Blackstone in Q3 2024 and held it in 1 quarter.
O'Neil Global Advisors's Blackstone position peaked at $1.97M in Q3 2024.
2,149 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on O'Neil Global Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.