Rikoon Group’s Blackstone BX Stock Holding History

Rikoon Group’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 Q1	$931K	Buy	12,492 +1	+0%	+$69	0.25%	95
2020 Q4	$810K	Sell	12,491 -1,400	-10%	-$81.5K	0.23%	100
2020 Q3	$725K	Buy	13,891 +67	+0.5%	+$3.59K	0.22%	97
2020 Q2	$783K	Sell	13,824 -1,091	-7%	-$57.4K	0.26%	87
2020 Q1	$680K	Sell	14,915 -2,260	-13%	-$125K	0.28%	88
2019 Q4	$961K	Buy	17,175 +1,525	+10%	+$79.1K	0.33%	81
2019 Q3	$764K	Buy	+15,650	New	+$763K	0.28%	94
2019 Q2	–	Sell	-16,750	Closed	-$586K	–	202
2019 Q1	$586K	Sell	16,750 -1,000	-6%	-$33.4K	0.22%	106
2018 Q4	$529K	Sell	17,750 -4,150	-19%	-$137K	0.22%	108
2018 Q3	$833K	Hold	21,900	–	–	0.29%	88
2018 Q2	$705K	Sell	21,900 -285	-1%	-$9.07K	0.27%	92
2018 Q1	$698K	Buy	22,185 +2,385	+12%	+$81.3K	0.28%	91
2017 Q4	$634K	Buy	+19,800	New	+$645K	0.26%	95

Other funds holding BX

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Rikoon Group's BX Position: Q1 2021 in Review

Rikoon Group increased its Blackstone (BX) stake by 0.01% in Q1 2021, buying an estimated $69 and bringing the position to 12,492 shares worth $931K. The position accounts for 0.25% of the portfolio, ranked #95.

Rikoon Group first reported a position in BX in Q4 2017 and has held it in 13 quarters since. The position peaked at $961K in Q4 2019. 1,209 funds tracked by Wall St. Rank hold BX as of Q1 2021.

Rikoon Group held 12,492 shares of Blackstone worth $931K as of Q1 2021.
Rikoon Group bought 1 Blackstone share in Q1 2021, an estimated $69.
Blackstone made up 0.25% of Rikoon Group's portfolio in Q1 2021, its #95 holding.
Rikoon Group first reported a position in Blackstone in Q4 2017 and has held it in 13 quarters since.
Rikoon Group's Blackstone position peaked at $961K in Q4 2019.
1,209 funds tracked by Wall St. Rank held Blackstone as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.