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Polar Capital’s Blackstone BX Stock Holding History

Polar Capital’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
2020
Q3 		$4.95M Sell
94,904
-9,045
-9% -$484K 0.04% 208
2020
Q2 		$5.89M Sell
103,949
-54,955
-35% -$2.89M 0.05% 198
2020
Q1 		$7.24M Sell
158,904
-25,247
-14% -$1.4M 0.08% 186
2019
Q4 		$10.3M Sell
184,151
-22,100
-11% -$1.15M 0.09% 197
2019
Q3 		$10.1M Sell
206,251
-57,229
-22% -$2.79M 0.09% 195
2019
Q2 		$11.7M Sell
263,480
-8,622
-3% -$344K 0.1% 177
2019
Q1 		$9.52M Sell
272,102
-8,801
-3% -$294K 0.09% 185
2018
Q4 		$8.37M Sell
280,903
-36,226
-11% -$1.2M 0.09% 185
2018
Q3 		$12.1M Sell
317,129
-1,365
-0.4% -$49.3K 0.1% 175
2018
Q2 		$10.2K Sell
318,494
-2,609
-0.8% -$83K 0.06% 193
2018
Q1 		$10.3M Buy
321,103
+1,723
+0.5% +$58.7K 0.1% 182
2017
Q4 		$10.2M Buy
319,380
+27,159
+9% +$884K 0.11% 166
2017
Q3 		$9.75M Buy
292,221
+42,228
+17% +$1.39M 0.11% 169
2017
Q2 		$8.34M Sell
249,993
-534
-0.2% -$16.8K 0.11% 158
2017
Q1 		$7.44M Buy
250,527
+14,710
+6% +$442K 0.11% 161
2016
Q4 		$6.37M Buy
235,817
+8,234
+4% +$214K 0.1% 178
2016
Q3 		$5.81M Sell
227,583
-2,011
-0.9% -$53.1K 0.1% 169
2016
Q2 		$5.63M Buy
229,594
+533
+0.2% +$14.2K 0.11% 171
2016
Q1 		$6.42M Buy
229,061
+20,923
+10% +$553K 0.12% 159
2015
Q4 		$6.08M Buy
208,138
+2,953
+1% +$94.1K 0.11% 162
2015
Q3 		$6.38M Buy
205,185
+4,586
+2% +$166K 0.13% 159
2015
Q2 		$8.04M Buy
200,599
+841
+0.4% +$34.6K 0.15% 158
2015
Q1 		$7.62M Buy
199,758
+1,840
+0.9% +$66.5K 0.14% 148
2014
Q4 		$6.56M Sell
197,918
-278
-0.1% -$8.7K 0.13% 165
2014
Q3 		$6.12M Sell
198,196
-25,475
-11% -$829K 0.13% 169
2014
Q2 		$7.34M Sell
223,671
-62,458
-22% -$1.93M 0.16% 169
2014
Q1 		$9.34M Sell
286,129
-22,694
-7% -$724K 0.21% 157
2013
Q4 		$9.54M Buy
308,823
+20,236
+7% +$552K 0.23% 153
2013
Q3 		$7.05K Buy
288,587
+170,628
+145% +$3.8M 0.19% 175
2013
Q2 		$2.43M Buy
+117,959
New +$2.45M 0.08% 199

Other funds holding BX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Polar Capital's BX Position: Q3 2020 in Review

Polar Capital reduced its Blackstone (BX) stake by 8.7% in Q3 2020, selling an estimated $484K and leaving 94,904 shares worth $4.95M. The position accounts for 0.04% of the portfolio, ranked #208.

Polar Capital first reported a position in BX in Q2 2013 and has held it in 30 quarters since. The position peaked at $12.1M in Q3 2018. 1,025 funds tracked by Wall St. Rank hold BX as of Q3 2020.

  • Polar Capital held 94,904 shares of Blackstone worth $4.95M as of Q3 2020.
  • Polar Capital sold 9,045 Blackstone shares in Q3 2020, an estimated $484K.
  • Blackstone made up 0.04% of Polar Capital's portfolio in Q3 2020, its #208 holding.
  • Polar Capital first reported a position in Blackstone in Q2 2013 and has held it in 30 quarters since.
  • Polar Capital's Blackstone position peaked at $12.1M in Q3 2018.
  • 1,025 funds tracked by Wall St. Rank held Blackstone as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.