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Sabal Trust’s Blackstone BX Stock Holding History

Sabal Trust’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
2025
Q1 		$264K Sell
1,891
-4,704
-71% -$764K 0.01% 211
2024
Q4 		$1.14M Sell
6,595
-24
-0.4% -$4.18K 0.07% 135
2024
Q3 		$1.01M Sell
6,619
-2,130
-24% -$295K 0.06% 136
2024
Q2 		$1.08M Sell
8,749
-949
-10% -$117K 0.06% 126
2024
Q1 		$1.27M Sell
9,698
-1,552
-14% -$194K 0.07% 109
2023
Q4 		$1.47M Buy
11,250
+4,601
+69% +$498K 0.09% 96
2023
Q3 		$712K Sell
6,649
-726
-10% -$75.6K 0.05% 122
2023
Q2 		$686K Buy
+7,375
New +$637K 0.04% 128
2023
Q1 		– Sell
-3,914
Closed -$290K – 151
2022
Q4 		$290K Sell
3,914
-17
-0.4% -$1.47K 0.02% 132
2022
Q3 		$329K Sell
3,931
-1,270
-24% -$123K 0.02% 126
2022
Q2 		$474K Buy
+5,201
New +$562K 0.03% 101

Other funds holding BX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Sabal Trust's BX Position: Q1 2025 in Review

Sabal Trust reduced its Blackstone (BX) stake by 71% in Q1 2025, selling an estimated $764K and leaving 1,891 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #211.

Sabal Trust first reported a position in BX in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.47M in Q4 2023. 2,088 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Sabal Trust held 1,891 shares of Blackstone worth $264K as of Q1 2025.
  • Sabal Trust sold 4,704 Blackstone shares in Q1 2025, an estimated $764K.
  • Blackstone made up 0.01% of Sabal Trust's portfolio in Q1 2025, its #211 holding.
  • Sabal Trust first reported a position in Blackstone in Q2 2022 and has held it in 11 quarters since.
  • Sabal Trust's Blackstone position peaked at $1.47M in Q4 2023.
  • 2,088 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.