Otter Creek Advisors’s Blackstone BX Stock Holding History

Otter Creek 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
2025 Q2	–	Sell	-25,000	Closed	-$3.49M	–	45
2025 Q1	$3.49M	Buy	+25,000	New	+$4.06M	2.1%	21
2024 Q1	–	Sell	-267,500	Closed	-$35M	–	51
2023 Q4	$35M	Buy	267,500 +177,500	+197%	+$19.2M	20.8%	1
2023 Q3	$9.64M	Buy	90,000 +55,000	+157%	+$5.73M	7.39%	2
2023 Q2	$3.25M	Sell	35,000 -5,000	-13%	-$432K	1.91%	19
2023 Q1	$3.51M	Buy	+40,000	New	+$3.53M	2.52%	11
2022 Q4	–	Sell	-12,500	Closed	-$1.05M	–	42
2022 Q3	$1.05M	Buy	+12,500	New	+$1.21M	0.85%	40
2022 Q2	–	Sell	-55,000	Closed	-$6.98M	–	43
2022 Q1	$6.98M	Buy	+55,000	New	+$6.71M	2.82%	7
2020 Q2	–	Sell	-16,000	Closed	-$729K	–	44
2020 Q1	$729K	Buy	+16,000	New	+$885K	0.79%	39

Other funds holding BX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return