Psagot Value Holdings’s Blackstone BX Stock Holding History

Psagot Value Holdings’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
2023 Q1	–	Sell	-3,500	Closed	-$260K	–	500
2022 Q4	$260K	Sell	3,500 -900	-20%	-$77.7K	0.08%	157
2022 Q3	$368K	Hold	4,400	–	–	0.1%	139
2022 Q2	$401K	Buy	4,400 +2,720	+162%	+$294K	0.09%	132
2022 Q1	$213K	Hold	1,680	–	–	0.05%	197
2021 Q4	$217K	Buy	+1,680	New	+$224K	0.04%	219
2021 Q1	–	Sell	-80	Closed	-$5K	–	367
2020 Q4	$5K	Hold	80	–	–	﹤0.01%	337
2020 Q3	$4K	Hold	80	–	–	﹤0.01%	383
2020 Q2	$5K	Hold	80	–	–	﹤0.01%	364
2020 Q1	$4K	Sell	80 -120	-60%	-$6.64K	﹤0.01%	365
2019 Q4	$11K	Buy	+200	New	+$10.4K	﹤0.01%	403

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Psagot Value Holdings's BX Position: Q1 2023 in Review

Psagot Value Holdings sold out of Blackstone (BX) in Q1 2023, closing a stake of 3,500 shares — an estimated $260K sold.

Psagot Value Holdings first reported a position in BX in Q4 2019 and held it in 10 quarters. The position peaked at $401K in Q2 2022. 1,561 funds tracked by Wall St. Rank hold BX as of Q1 2023.

Psagot Value Holdings reported no remaining Blackstone position as of Q1 2023 after selling out during the quarter.
Psagot Value Holdings sold 3,500 Blackstone shares in Q1 2023, an estimated $260K.
Psagot Value Holdings first reported a position in Blackstone in Q4 2019 and held it in 10 quarters.
Psagot Value Holdings's Blackstone position peaked at $401K in Q2 2022.
1,561 funds tracked by Wall St. Rank held Blackstone as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.