Richard Bernstein Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Richard Bernstein Advisors’s Portfolio BXMT Stock Details BXMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-31,247	Closed	-$947K	–	273
2021 Q3	$947K	Hold	31,247	–	–	0.02%	262
2021 Q2	$996K	Hold	31,247	–	–	0.02%	248
2021 Q1	$969K	Buy	+31,247	New	+$909K	0.02%	256
2018 Q1	–	Sell	-12,329	Closed	-$397K	–	325
2017 Q4	$397K	Buy	+12,329	New	+$396K	0.02%	272

Other funds holding BXMT

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Richard Bernstein Advisors's BXMT Position: Q4 2021 in Review

Richard Bernstein Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q4 2021, closing a stake of 31,247 shares — an estimated $947K sold.

Richard Bernstein Advisors first reported a position in BXMT in Q4 2017 and held it in 4 quarters. The position peaked at $996K in Q2 2021. 350 funds tracked by Wall St. Rank hold BXMT as of Q4 2021.

Richard Bernstein Advisors reported no remaining Blackstone Mortgage Trust position as of Q4 2021 after selling out during the quarter.
Richard Bernstein Advisors sold 31,247 Blackstone Mortgage Trust shares in Q4 2021, an estimated $947K.
Richard Bernstein Advisors first reported a position in Blackstone Mortgage Trust in Q4 2017 and held it in 4 quarters.
Richard Bernstein Advisors's Blackstone Mortgage Trust position peaked at $996K in Q2 2021.
350 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2021.

Based on Richard Bernstein Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.