Sage Capital Advisors’s Blackstone BX Stock Holding History

Sage Capital Advisors’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
2020 Q2	–	Sell	-18,795	Closed	-$856K	–	100
2020 Q1	$856K	Buy	18,795 +16	+0.1%	+$885	0.7%	42
2019 Q4	$1.05M	Buy	18,779 +17	+0.1%	+$882	0.67%	44
2019 Q3	$916K	Buy	18,762 +10	+0.1%	+$488	0.69%	44
2019 Q2	$856K	Buy	18,752 +10	+0.1%	+$399	0.59%	47
2019 Q1	$655K	Buy	18,742 +17	+0.1%	+$567	0.42%	54
2018 Q4	$558K	Buy	18,725 +2,500	+15%	+$82.6K	0.42%	52
2018 Q3	$618K	Hold	16,225	–	–	0.39%	54
2018 Q2	$522K	Buy	16,225 +725	+5%	+$23.1K	0.36%	56
2018 Q1	$495K	Buy	15,500 +1,500	+11%	+$51.1K	0.35%	57
2017 Q4	$448K	Hold	14,000	–	–	0.29%	63
2017 Q3	$467K	Hold	14,000	–	–	0.33%	61
2017 Q2	$467K	Buy	+14,000	New	+$439K	0.34%	59

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Sage Capital Advisors's BX Position: Q2 2020 in Review

Sage Capital Advisors sold out of Blackstone (BX) in Q2 2020, closing a stake of 18,795 shares — an estimated $856K sold.

Sage Capital Advisors first reported a position in BX in Q2 2017 and held it in 12 quarters. The position peaked at $1.05M in Q4 2019. 1,022 funds tracked by Wall St. Rank hold BX as of Q2 2020.

Sage Capital Advisors reported no remaining Blackstone position as of Q2 2020 after selling out during the quarter.
Sage Capital Advisors sold 18,795 Blackstone shares in Q2 2020, an estimated $856K.
Sage Capital Advisors first reported a position in Blackstone in Q2 2017 and held it in 12 quarters.
Sage Capital Advisors's Blackstone position peaked at $1.05M in Q4 2019.
1,022 funds tracked by Wall St. Rank held Blackstone as of Q2 2020.

Based on Sage Capital Advisors's 13F filing for Q2 2020, filed 13 Jul 2020.