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Punch & Associates Investment Management’s Blackstone BX Stock Holding History

Punch & Associates Investment Management’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
2021
Q3 		– Sell
-2,937
Closed -$285K – 243
2021
Q2 		$285K Hold
2,937
– – 0.02% 211
2021
Q1 		$219K Buy
+2,937
New +$203K 0.01% 220

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Morgan Stanley
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Punch & Associates Investment Management's BX Position: Q3 2021 in Review

Punch & Associates Investment Management sold out of Blackstone (BX) in Q3 2021, closing a stake of 2,937 shares — an estimated $285K sold.

Punch & Associates Investment Management first reported a position in BX in Q1 2021 and held it in 2 quarters. The position peaked at $285K in Q2 2021. 1,457 funds tracked by Wall St. Rank hold BX as of Q3 2021.

  • Punch & Associates Investment Management reported no remaining Blackstone position as of Q3 2021 after selling out during the quarter.
  • Punch & Associates Investment Management sold 2,937 Blackstone shares in Q3 2021, an estimated $285K.
  • Punch & Associates Investment Management first reported a position in Blackstone in Q1 2021 and held it in 2 quarters.
  • Punch & Associates Investment Management's Blackstone position peaked at $285K in Q2 2021.
  • 1,457 funds tracked by Wall St. Rank held Blackstone as of Q3 2021.

Based on Punch & Associates Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.